Paul Brissenden
Paul Brissenden is a registered investment advisor at Alta Wealth Advisors LLC, based in Woburn, MA, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 779 clients with $660M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
400 Tradecenter, Suite 4810, Woburn, MA, 01801
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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 ActivitiesSells Insurance
Paul is the President of Porter Financial Inc., a business entity for tax/investment purposes, and spends about 10-20% of his time there. He is also an IAR for Alta Wealth Advisors LLC and an agent for multiple insurance companies, spending minimal time on those insurance activities.
Employment History
Current Registrations
Alta Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Pinnacle Private Wealth, LLC
Santander Securities
Santander Securities LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Nylife Securities LLCBroker
State Registrations17 states
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