Paul Pineda
Paul Pineda is a registered investment advisor at Asymmetric Advantage Capital Management, LLC, based in Bellevue, WA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 49 clients with $51M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable. Qualified clients may be charged a combination of AUM based (1%) and performance based fees (20% of gains above high-water mark).
Fee Estimator
Location
40 Lake Bellevue, Suite 100, Bellevue, WA, 98005
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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 owns real estate in Bellevue, WA. He also serves on the boards of directors for three non-profit organizations: Youth Eastside Services, Scoutreach Foundation, and SeeYourImpact.org, dedicating minimal time to each.
Employment History
Current Registrations
Asymmetric Advantage Capital Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
AXA Advisors, LLC
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.