Paul Elam is a registered investment advisor at Oak Harbor Wealth Partners, LLC, based in Raleigh, NC, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,480 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Harbor Wealth Partners' fees for managing your investments are individually negotiated and based on a percentage of the value of your portfolio. The maximum fee is 1.50% per year. In some cases, a minimum flat fee may be imposed, but it will not exceed the 1.50% maximum. Fees are paid quarterly in advance, and are based on the value of your investments at the end of the previous quarter. If you end the agreement early, you'll receive a refund for the unearned portion of the fee.
Location
3101 Glenwood Avenue, Suite 102, Raleigh, NC, 27612
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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 a director of the Thomas R & Elizabeth E Mclean Foundation, dedicating a few hours per week to it, and a board member of the Raleigh Charter High School Foundation, dedicating minimal time. Both roles involve investment oversight.
Employment History
Current Registrations
Oak Harbor Wealth Partners, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Carlin Equities CORP.Broker
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.