Paul Katsion
Paul Katsion is a registered investment advisor at RIA Advisory Group, LLC, based in Mount Pleasant, IA, with 9 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
907 E Washington, Mount Pleasant, IA, 52641
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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 ActivitiesSells Insurance
Paul is a board member of the Henry County Optimist Club and an insurance broker for various carriers since 2019, dedicating minimal time to each. He also owns a rental property, spending a few hours per week on it.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Nylife Securities 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.