PC
PC
Paul Chapman
21 Years of Experience
Grove City, OH
1 Disclosure
Paul Chapman is a registered investment advisor at Colburn Wealth Management, LLC, based in Grove City, OH, with 21 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, Investment Management, and 1 more. Their firm serves 136 clients with $88M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
136 clients
Average Client Portfolio
$650K average
Assets Under Management
$88.3M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3989 Broadway, Grove City, OH, 43123
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2012Denied
Employment History
Current Registrations
Colburn Wealth Management, LLC
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Questar Asset Management, INC.
January 2005 - June 2016 · 11 yrs 5 mos
Questar Capital Corporation
July 2004 - December 2005 · 1 yr 5 mos
Questar Capital CorporationBroker
April 2004 - June 2016 · 12 yrs 2 mos
State Registrations1 state
OH
Advisor
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.
Exams
No exam information available for this advisor.