RP
RP

Robert Paul

7 Years of Experience
London

Robert Paul is a registered investment advisor at W1m Wealth Management Limited, based in London, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,359 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1,359 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $6.3M1.00%
$6.3M - $19.1M0.90%
$19.1M - $31.8M0.80%
$31.8M+0.70%

These charges apply only to clients who have signed the updated Terms and conditions from July 2025. For certain clients, a custody fee of 0.03% per annum is charged. A charge of 0.1% will be applied to the value of any foreign exchange which takes place to settle a transaction. Fees may vary due to client circumstances or negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Two Fitzroy Place, 8 Mortimer Street, London, W1T 3JJ

Get directions

History

Regulatory History
Clean regulatory record

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
W1m Wealth Management Limited
July 2018 - Present · 7 yrs 10 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Robert Paul - Financial Advisor | TrueAdvisor