Paul Zoch
Paul Zoch is a CFP-designated registered investment advisor at Prosperitus Wealth Advisors, based in Coral Springs, FL, with 23 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 224 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitus Wealth Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the amount you have invested, but it will not exceed:
- Up to 2.0% on the first $99,999.99
- Up to 1.9% on amounts between $100,000 and $249,999.99
- Up to 1.8% on amounts between $250,000 and $499,999.99
- Up to 1.8% on amounts between $500,000 and $749,999.99
- Up to 1.8% on amounts between $750,000 and $999,999.99
- Up to 1.8% on amounts between $1,000,000 and $1,999,999.99
- Up to 1.8% on amounts between $2,000,000 and $4,999,999.99
- Up to 1.8% on amounts between $5,000,000 and $24,999,999.9
- Up to 1.8% on amounts over $25,000,000
These fees are negotiable.
Location
2855 N University Drive, Suite 110, Coral Springs, FL, 33065
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2017Employment Separation After Allegations
August 2017Customer Dispute
November 2007Other Business ActivitiesSells Insurance
Paul sells life insurance through various providers since 2019, dedicating a few hours per week. He also owns Fiduciary Wealth Group, LLC to receive insurance commissions, works as a tax preparer for about a quarter of his time during tax season, and provides business solution software consulting for about a quarter of his time.
Employment History
Current Registrations
Prosperitus Wealth Advisors
Previous Registrations
Avenir Private Advisors, LLC
Capital Guardian Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ladenburg, Thalmann & CO., 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.