Paul Elliott Metler

C2 Private Wealth

11 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

C2 Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,068 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$1.2B

Fee Structure

Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Paul is an insurance agent with Senior Planning Advisors since 2013, selling life insurance and fixed annuities. This takes about a quarter of his time.

Employment History

Current Registrations

C2 Private Wealth

March 2014 - Present · 11 yrs 11 mos

State Registrations2 states

MITX

Advisor

Exams

No exam information available for this advisor.