Paul Blake is a registered investment advisor at Wise Money Israel LLC, based in St. Augustine, FL, with 2 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wise Money Israel charges an annual fee based on the amount of your portfolio, ranging from 1.15% to 2.00%. The exact fee can vary based on factors such as your relationship with the advisor, the total amount of assets managed, and the level of services provided. Fees are billed monthly. There is a minimum account balance of $50,000.
Location
St. Augustine, 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.
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Paul is the President of Financial Heirs International LLC, focusing on financial stewardship and education. This activity, which is not investment-related, takes about 10-20% of his time.
Employment History
Current Registrations
Wise Money Israel LLC
State Registrations1 state
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