Paul Harrigan
Paul Harrigan is a registered investment advisor at Wharton Midmarket Investment Advisors INC, based in Woodbridge, CT, with 13 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 51 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Location
27 Brook Road, Woodbridge, CT, 06525
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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 the owner of Wharton Midmarket Advisors, LLC, a management consulting firm, dedicating full-time hours to it. He also works as an assistant at Harrigan Insurance & Financial Services, Inc., spending minimal time there.
Employment History
Current Registrations
Wharton Midmarket Investment Advisors INC
Wharton Midmarket Securities INC.Broker
Previous Registrations
Wharton Midmarket Investment Advisors INC
Independent Investment Bankers, CORP.Broker
Fallbrook Capital Securities CORP.Broker
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.