Paul Schwarzbach is a registered investment advisor at Allied Value, LLC, based in San Francisco, CA, with 15 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allied Value charges a performance-based fee of 25% of the gains in your account, but only on profits exceeding 4% annually, and after recouping any prior losses. This fee is calculated each December 31st. To be eligible for this arrangement, new clients must have a net worth of at least $2.2 million (excluding their primary residence) or have at least $1.1 million invested with Allied Value.
Location
4614 California Street, San Francisco, CA, 94118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is an adjunct professor at the University of California - Berkeley since 2016. He spends a few hours per week teaching when classes are in session.
Employment History
Current Registrations
Allied Value, LLC
Previous Registrations
Allied Value, LLC
State Registrations1 state
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