Paul Huey is a registered investment advisor at Efs Wealth Management LLC, based in Columbus, OH, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
EFS Wealth recommends third-party money managers. For clients who invest with Delta Capital Management, the money manager's advisory fee is 0.60% per year. For clients who invest with Desert Rose Capital, the money manager's advisory fee is 0.85% per year. In both cases, the total fees applied to client accounts for services will be 1.60% per year.
Location
4182 Worth Ave, Columbus, OH, 43219
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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 works as an insurance sales financial advisor at Eagle Financial Solutions since 2017. This is a full-time commitment.
Employment History
Current Registrations
Efs Wealth Management LLC
Previous Registrations
Delta Capital Management, INC.
Ae Wealth Management, 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.