Paul Meehan is a CFA-designated registered investment advisor at Edgemoor Investment Advisors, INC., based in Bethesda, MD, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 312 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
7250 Woodmont Avenue, Suite 315, Bethesda, MD, 20814
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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 Activities
Paul is an uncompensated director at Edgemoor Investment Advisors, Inc. He spends minimal time in this role.
Employment History
Current Registrations
Edgemoor Investment Advisors, INC.
State Registrations3 states
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