Matthew Paul
Matthew Paul is a CFP-designated registered investment advisor at Richard W. Paul & Associates, LLC, based in Novi, MI, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 674 clients with $370M 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 | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Schedule represents the Active Strategy. Passive strategy rates are 1.0% for $0-$1M, 0.80% for $1M-$3M, and 0.60% for $3M-$5M. Fees for accounts over $5M are negotiable.
Fee Estimator
Location
39555 Orchard Hill Place, Suite 100, Novi, MI, 48375
Get directionsHistory
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
Matthew is an insurance advisor with Midwest Financial Consultants since 2010, dedicating about 10-20% of his time. He is also an investment advisor representative with Richard W. Paul & Associates, LLC since 2011 and a cryptocurrency validator, dedicating minimal time to this activity.
Employment History
Current Registrations
Richard W. Paul & Associates, LLC
Previous Registrations
J.W. Cole Financial, INC.Broker
G.F. Investment Services, LLCBroker
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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