Paul Culbreth is a CFP-designated registered investment advisor at Culbreth Wealth Management, based in Dacula, GA, with 20 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, Insurance Planning, and 3 more. Their firm serves 150 clients with $73M 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Legacy clients may be charged a single breakpoint annual management fee of up to 1.35%, regardless of the size of the account. Client accounts under $100,000 will be charged an annual administrative fee of $50, which may be waived. Management fees may be negotiated.
Fee Estimator
Contact
Paul Culbreth
Location
2098 Teron Trace, Suite 700, Dacula, GA, 30019
Get directionsHistory
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 is involved in several business activities, including being a passive minority member of PST Advisors, LLC, a member of EPWD LLC (a real estate holding company), treasurer of Rainbow Village, Inc. (a non-profit), CEO/Secretary of Services Plus, Inc., managing member of QG Infra, LLC, and an investor in ZSPC Properties, LLC. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Culbreth Wealth Management
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations6 states
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