Paul Seiferle is a registered investment advisor at Lega Z Advisory LLC, based in San Francisco, CA, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lega Z Advisory charges a management fee based on the value of the assets they oversee. The fee ranges from 0.30% to 0.50% per year, depending on the amount of assets and the scope of their role. The minimum engagement fee is $20,000 per year. Fees are collected after they are earned.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lega Z Advisory LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS International INC.
UBS International INC.Broker
State Registrations1 state
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