Paul Beran is a registered investment advisor at Arbor Financial Services, LLC, based in Downers Grove, IL, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 240 clients with $120M 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 $500K | 3.00% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.60% |
Rates shown are for Equity and Balanced models under the wrap fee program. Other models (Fixed Income and Mutual Fund Allocation) and non-wrap fee schedules are available with lower rates. Fees may be negotiable in special circumstances.
Fee Estimator
Location
2001 Butterfield Road, Suite 500, Downers Grove, IL, 60515
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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 →Employment History
Current Registrations
Arbor Financial Services, LLC
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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