Paul Delaney is a CFA-designated registered investment advisor at Capital Endurance Group, INC, based in Cary, NC, with 9 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, High Net Worth, Investment Management, and 1 more. Their firm serves 72 clients with $84M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Comprehensive wealth management fee schedule is negotiable at Capital Endurance Group's sole discretion.
Fee Estimator
Location
5000 Centre Green Way, 5th Floor, Cary, NC, 27513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul owns four rental properties in Ireland since 2010 and employs a property manager. He handles administrative responsibilities, dedicating minimal time to these duties.
Employment History
Current Registrations
Capital Endurance Group, INC
State Registrations1 state
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