Paul Svendsen is a PFS-designated registered investment advisor at Black Diamond Financial, LLC, based in Bend, OR, 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 361 clients with $1.4B 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 | 0.85% |
Annual rate does not exceed 0.85%. There is a minimum annual fee of $3,000 or 3%, whichever is less. Fees may be negotiable.
Fee Estimator
Location
855 SW Yates Drive Suite 101, Bend, OR, 97702
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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 Activities
Paul is a Certified Public Accountant (CPA) with Axia Valuation LLC and owns Callan Accounting CPA's & Advisors, LLC, where he assists clients with general and estate planning. He also provides oversight as a Member/Owner of Mountain Top, LLC, a CPA firm.
Employment History
Current Registrations
Black Diamond Financial, LLC
Previous Registrations
Axia Wealth Management INC
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.
Exams
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