Paul Saxton is a CFP-designated registered investment advisor at Saiph Capital, LLC, based in Wyckoff, NJ, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 206 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Saiph Capital's investment management fee is a percentage of your portfolio's value, ranging from 0.75% to 1.25% per year. The exact percentage depends on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated each quarter, in advance, based on the portfolio's value at the end of the previous quarter.
Location
244 Everett Avenue, Wyckoff, NJ, 07481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is involved in various outside business activities, including acting, fantasy football events with the New York Giants, real estate investment, and serving as a trustee or co-trustee for several trusts. He also serves as president of The Saxton Foundation, a finance committee member for the Wyckoff Family YMCA, and a board member for the Wyckoff Library Board, dedicating minimal time to each activity.
Employment History
Current Registrations
Saiph Capital, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.