Paul Spurlock
Paul Spurlock is a registered investment advisor at Aris Capital Strategies, LLC, based in Angier, NC, with 12 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 25 clients with $8M 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 $500K | 0.90% |
| $500K - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Angier, NC
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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.
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Paul is the owner/president of Aris Wealth Management LLC since 2005. He is also the owner/president and sales training consultant for Advisor Training System, LLC, dedicating a few hours per week to this role.
Employment History
Current Registrations
Aris Capital Strategies, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Formula Folio Investments
Retirement Wealth Advisors, INC.
Horter Investment Management, LLC
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.