Paul Morehouse
Paul Morehouse is a registered investment advisor at Silver Oak Securities, INC., based in Latham, NY, with 15 years of industry experience. Paul 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, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
7 Herbert Dr, Ste B, Latham, NY, 12110
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Regulatory History (1)
Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Paul is an Investment Advisory Representative at HBW Advisory Services LLC and a financial advisor at HBW Partners. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, and prepares taxes through HBW Tax Partners Services, LLC and Morehouse Advisory & Tax Services. Paul also serves as treasurer for South Colonie PTA.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Hbw Advisory Services LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Hbw Securities LLCBroker
State Registrations4 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.