Brendan Best is a registered investment advisor at Richard W. Paul & Associates, LLC, based in Novi, MI, with 2 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,801 clients with $320M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for accounts over $5,000,000. The firm also offers a passive strategy with lower fees: 1.0% on the first $1M, 0.80% from $1M-$3M, 0.60% from $3M-$5M, and negotiable over $5M.
Fee Estimator
Location
39555 Orchard Hill Place, Suite 100, Novi, MI, 48375
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 →Other Business ActivitiesSells Insurance
Brendan works for Richard W. Paul & Associates, LLC as a client service specialist and insurance agent, assisting clients with insurance policies including annuities and life insurance. This takes about a quarter of his time overall, and somewhat less during SEC trading.
Employment History
Current Registrations
Richard W. Paul & Associates, LLC
State Registrations1 state
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