Paul Lovejoy is a registered investment advisor at Stakeholder Enterprise, based in Honolulu, HI, 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Stakeholder Enterprise offers two monthly monitoring services:
- Retail Monitoring Service: $49/month or $499/year, includes quarterly advisor monitoring, quarterly meetings, and semi-annual recommendations.
- Absolute Monitoring Service: $249/month, includes monthly advisor monitoring, monthly meetings, and unlimited financial plans (one at a time).
- On Demand Income Plan (ODIP): $199, includes an online financial literacy course, an online income strategy course, a video library, custom recommendations, a money management client portal, and one 30-minute implementation meeting.
- Enhanced On Demand Income Plan: $349 (requires ODIP), includes everything in the ODIP plus two additional 30-minute advisor meetings and unlimited email support for the first month.
- The Crowd Investor Plan: $499, includes everything in the ODIP plus an online crowd investor course, a video library detailing real estate and alternative crowdfunding platforms, and one 45-minute implementation meeting.
- The Angel Investor Plan: $599, includes everything in the Crowd Investor Plan plus an online angel investor course, a video library detailing angel investing and equity crowdfunding platforms, and one-hour implementation meeting.
- Financial Plan Service: $699 (available only after purchasing one of the above plans), includes an online financial literacy course, an online income strategy course, and a choice of one plan (Retirement, Education Savings, Large Purchase, Income Property, or Estate Planning), two 30-minute plan meetings, and two 15-minute plan checkup meetings. Additional plans are $299 each.
- Hourly fee of $150 may be applied to plans that require extraordinary time.
Location
Honolulu, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is the managing member and asset manager of Lovejoy's Properties, LLC, an investment company focused on real estate for immediate family members. He dedicates minimal time to this activity.
Employment History
Current Registrations
Stakeholder Enterprise
State Registrations2 states
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