Paul Gloth is a registered investment advisor at Pathstone, based in Naples, FL, with 18 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 2,219 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathstone's fees for investment-related services are based on the specific services selected and can include asset-based fees (fixed or tiered percentage), fixed/flat fees, performance-based fees, or other arrangements. Fees are negotiable based on the size, complexity, and scope of the relationship. Clients are also responsible for third-party expenses such as brokerage costs and custodian fees. If clients invest in Pathstone's Affiliated Funds, they may be subject to additional fees at the fund level, but may also be eligible for fee discounts or breaks.
Location
999 Vanderbilt Beach Rd, Suite 200, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a 10% owner of PWMG, LLC, an accounting and financial consulting firm, dedicating minimal time. He also serves as a board member for a private trust company and managing member for a family investment partnership, both uncompensated positions, and acts as a family advisor for Arctic Refrigeration, Inc.
Employment History
Current Registrations
Pathstone
Previous Registrations
Convergent Wealth Advisors, LLC
State Registrations1 state
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