Paul Elias is a registered investment advisor at J.M. Forbes & CO. LLP, based in Boston, MA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,021 clients with $1.4B 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 $500K | 0.95% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $50.0M | 0.38% |
| $50M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
121 Mount Vernon Street, Boston, MA, 02108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is the trustee of the 32R Essex St. Realty Trust, managing a commercial building, and treasurer/50% owner of Performance Design, Inc., which develops training materials for the pharmaceutical industry. These activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
J.M. Forbes & CO. LLP
State Registrations2 states
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