Bepin Serraj
Bepin Serraj is a registered investment advisor at Richard W. Paul & Associates, LLC, based in Novi, MI, with 8 years of industry experience. Bepin 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
Bepin works for Richard W. Paul & Associates, LLC as a Client Service Specialist/Insurance Agent, assisting in servicing annuity client accounts. This takes a few hours per week.
Employment History
Current Registrations
Richard W. Paul & Associates, LLC
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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