Paul Turco is a CFP-designated registered investment advisor at Bull & Bear Advisors LLC, based in Sarasota, FL, with 5 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 37 clients with $25M 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 $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. All clients engaging in investment management services must either engage in comprehensive financial planning or meet a $150,000 minimum of assets under management.
Fee Estimator
Location
Sarasota, FL
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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 Activities
Paul is invested in Bull and Bear Trading LP, a hedge fund that may be recommended to clients, creating a conflict of interest. He also assists with data analysis work for the fund.
Employment History
Current Registrations
Bull & Bear Advisors LLC
Previous Registrations
Alpha Advisors, INC.
State Registrations3 states
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.