Paul Rotell
Paul Rotell is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boston, MA, with 21 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
308 Shawmut Ave, Unit 3, Boston, MA, 02118
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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 →Other Business ActivitiesSells Insurance
Paul is an advisory representative of a RIA, an independent insurance agent selling life and long-term care insurance, and provides tax document preparation and accounting services. He also owns a condo rental and is an accountant/bookkeeper for a condo trust, dedicating nearly full-time hours to his IAR DBA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
H.D. Vest Investment ServicesBroker
Kestra Investment Services, LLCBroker
Commonwealth Financial NetworkBroker
New England Securities Corporation
New England SecuritiesBroker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations3 states
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.