Paul Brown is a registered investment advisor at Clearstone Wealth Management, LLC, based in Murfreesboro, TN, with 10 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 58 clients with $30M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee is negotiable on a case-by-case basis.
Fee Estimator
Location
Murfreesboro, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clearstone Wealth Management, LLC
Previous Registrations
Ipi Wealth Management, INC.
Clearstone Wealth Management
Eagle Peak Capital, INC.
Eagle Peak Capital, INC.
State Registrations3 states
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