Gage Paul is a CFP-designated registered investment advisor at Western Reserve Capital Management, LLC, based in Hudson, OH, with 7 years of industry experience. Gage operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 101 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 | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $12.0M | 0.50% |
| $12M+ | 0.40% |
Asset under management fees will be charged quarterly for fee-based annuities managed by WRCM under the same advisory fee schedule. These fees are negotiable. For legacy Clients who have previously worked with representatives of the firm, fees may be higher than the fees outlined above; all fees will be disclosed and agreed upon in the Advisory Contract.
Fee Estimator
Contact
Gage Paul
Location
102 First St, #208, Hudson, OH, 44236
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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
Western Reserve Capital Management, LLC
Previous Registrations
North Star Advisory Group, LLC
Southland Equity Partners, LLC.
Storey & Associates
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
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
Additional Information
Gage graduated in 2017 from Akron University with a Bachelor of Science in Business Administration, with a specialization in Financial Planning and Services. While at the University of Akron, he served as vice president for the Financial Planning Association. Continuing his educational pursuits, Gage became an Enrolled Agent with the IRS in 2018 and earned his designation as a Certified Financial PlannerTM practitioner (CFP®) and Retirement Income Certified Professional (RICP®) both in 2019. He also passed the necessary exams for the Ohio notary, Series 7 exam, Series 65 exam, Ohio Insurance exam for Life and Health.