Paul Litchfield
Paul Litchfield is a registered investment advisor at Claro Advisors INC., based in Southington, CT, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,123 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 | 1.50% |
Annual advisory fees range from 0.50% to 1.50% based on complexity, asset level, and services. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Southington, CT
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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 ActivitiesSells Insurance
Paul is a licensed life and health insurance producer in Massachusetts since 2013, dedicating a few hours per week to providing life and disability insurance solutions. He also serves as a board member for the Miss Massachusetts Scholarship Foundation and the University of Massachusetts Lowell Accounting Advisory Board, spending minimal time on each.
Employment History
Current Registrations
Claro Advisors INC.
Previous Registrations
Ferris Capital, LLC
Morgan Stanley
State Registrations2 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
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