Paul Goetz is a registered investment advisor at LPL Financial LLC, based in Belmont, NC, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
East, 27 Catawba St, Belmont, NC, 28012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a business owner of PGM Detailing since 2018. He also dedicates nearly full-time hours to R.J. Schrift Private Asset Management and Independent Advisor Alliance, providing administrative support to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
State Registrations8 states
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