PD
PD
Paul Daft
3 Years of Experience
Vidalia, GA
1 Disclosure
Paul Daft is a registered investment advisor at Southern Georgia Wealth Advisors, based in Vidalia, GA, with 3 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee varies up to 1.00% depending on portfolio market value, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Vidalia, GA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2024Closed-No Action
Employment History
Current Registrations
Southern Georgia Wealth Advisors
July 2026 - Present · 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - August 2023 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2021 - August 2023 · 2 yrs 7 mos
Thrivent Investment Management INC.
September 2020 - December 2020 · 3 mos
Thrivent Investment Management INC.Broker
August 2020 - December 2020 · 4 mos
State Registrations1 state
GA
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.
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