Paul Quebec
Paul Quebec is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2013Other Business ActivitiesSells Insurance
Paul is an insurance agent with Paul Quebec Agent, dedicating about 30 hours per month to insurance sales. He is also the owner of Granite Rock Wealth Management LLC, spending about half his time on insurance sales.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Foundations Investment Advisors LLC
Esi Financial Advisors
Equity Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cetera Investment Services LLCBroker
Foresters Financial Services, INC.Broker
Park Avenue Securities LLCBroker
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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.