Paul Fenner
Paul Fenner is a registered investment advisor at Tamma Capital LLC, based in Commerce Township, MI, with 14 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 73 clients with $42M 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 | 1.25% |
If investable assets are under $400,000 on the last day of each calendar quarter, a minimum quarterly wealth planning and portfolio management fee of $1,250 will apply.
Fee Estimator
Location
Commerce Township, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tamma Capital LLC
Previous Registrations
Tamma Capital LLC
State Registrations1 state
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