Steven Paul
Steven Paul is a CFP-designated registered investment advisor at Richard W. Paul & Associates, LLC, based in Novi, MI, with 11 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 674 clients with $370M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Schedule represents the Active Strategy. Passive strategy rates are 1.0% for $0-$1M, 0.80% for $1M-$3M, and 0.60% for $3M-$5M. Fees for accounts over $5M are negotiable.
Fee Estimator
Location
39555 Orchard Hill Place, Suite 100, Novi, MI, 48375
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
Steven works as an insurance agent for Midwest Financial Consultants since 2010. This activity takes about a quarter of his time.
Employment History
Current Registrations
Richard W. Paul & Associates, LLC
State Registrations2 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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