Paul Hayes
Paul Hayes is a registered investment advisor at Ip Financial Advisory Services LLC, based in Dunedin, FL, with 9 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
Dunedin, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2013Other Business ActivitiesSells Insurance
Paul works as an independent insurance agent, dedicating full-time hours to the sales of insurance-related products.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Supreme Alliance LLCBroker
Bankers Life Securities, INC.Broker
Hbw Securities LLCBroker
Hantz Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations3 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.
Exams
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