Paul Carl is a registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,436 clients with $1.5B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Schedule reflects the HCA program rates. The HSI program has a separate tiered schedule starting at 1.00% down to 0.70% for assets over $2M. Fees are negotiable.
Fee Estimator
Location
8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236
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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 school board member for Holy Cross High School, an investment advisory committee member for the Diocese of Covington, and advises on planned giving activities for St. Elizabeth Healthcare Foundation. Paul also owns a rental property in St. Petersburg, Florida, which is managed by a property management company.
Employment History
Current Registrations
Horan Wealth, LLC
Previous Registrations
Horan Wealth Management
Horan Securities, INC.Broker
The Huntington Investment CompanyBroker
State Registrations3 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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