Paul Ma is a CFA-designated registered investment advisor at Bg Investment Services, LLC, based in North Attleboro, MA, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 722 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Third-party money managers may charge an additional fee of up to 0.50%, making the total potential fee up to 2.00%. Fees are generally not negotiable.
Fee Estimator
Location
North Attleboro, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bg Investment Services, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
National Financial Services LLCBroker
Fidelity Institutional Wealth Adviser LLC
Fidelity Distributors Company LLCBroker
Quad Capital, LLCBroker
Putnam Retail Management, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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