Paul Compeau
Paul Compeau is a CFP-designated registered investment advisor at Bridgewise Wealth Management, based in Troy, MI, with 8 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 115 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BridgeWise Wealth Management offers two investment management programs:
- BridgeWise Wrap Fee Program: This program has a single, negotiable fee that does not exceed 2.48%. This fee covers advisory services, retirement planning, financial planning, trading fees, investment management oversight, administrative and custodial services, and Third Party Investment Advisor services when necessary.
- Non-Wrap/Third Party Manager Program: This program has a separate charge for the advisory relationship, the custodian, Third Party Investment Advisor, trade fees, retirement planning, financial planning, and other costs charged separately to the client directly, with a total fee not exceeding 1.48%.
Unwrapped client accounts will also be assessed a technology fee of $50 per account per quarter. The firm sets a minimum fee of $1,000 per quarter, which may be waived.
Location
2041 East Square Lake Road, Suite 400, Troy, MI, 48085
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 ActivitiesSells Insurance
Paul is a founding partner in BridgeWise Financial Partners LLC and BridgeWise College Planning LLC, focusing on business operations, sales, and marketing, dedicating about 10-20% of his time to each. He is also a founding partner and insurance agent for BridgeWise Insurance Partners LLC, where he focuses on insurance sales and marketing, also dedicating about 10-20% of his time.
Employment History
Current Registrations
Bridgewise Wealth Management
Previous Registrations
Caitlin John
Guardian Pointe Private Wealth Management, LLC
State Registrations1 state
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