Paul Rosell
Paul Rosell is a registered investment advisor at Advanced Investments, based in Englewood, CO, with 4 years of industry experience. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 112 clients with $74M 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 $40K | 2.00% |
| $40K - $80K | 1.50% |
| $80K - $150K | 1.25% |
| $150K - $1.5M | 1.00% |
| $1.5M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fee Estimator
Location
7887 E. Belleview Ave Ste 1100, Englewood, CO, 80111
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 →Employment History
Current Registrations
Advanced Investments
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.