Emily Paulus is a registered investment advisor at Northavenue LLC, based in Columbus, OH, with 3 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 139 clients with $170M in assets under management.
Compensation
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Fee Structure
NorthAvenue offers investment management as part of its "Inclusive Engagements," which charge a fixed annual fee for both financial planning and investment management. The fee ranges from $3,600 to $70,000 per year, depending on the scope and complexity of the services. This fee is charged quarterly in advance. Clients do not pay separate fees to Asset Dedication, the independent manager NorthAvenue may use.
Location
4400 N High St, Suite 201, Columbus, OH, 43214
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Regulatory History
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Current Registrations
Northavenue LLC
State Registrations1 state
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