Paul Eichman
Paul Eichman is a CFP-designated registered investment advisor at Madison Avenue Securities, LLC, based in Coopersburg, PA, with 16 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
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 owns Oaktree Advisors LLC, where he sells insurance products and works as an Investment Advisor Representative. He dedicates a few hours per week to insurance sales and about 10-20% of his time to investment management.
Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
Oaktree Advisors LLC
Previous Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
State Registrations13 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
More Advisors
- Benjamin Eichman, CFPMadison Avenue Securities, LLC
- John Pelcheck, CFPOaktree Advisors LLC