Advisor at BOLT Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BOLT Wealth Management LLC
Location
Clovis, CA
Credentials
Series 63, Series 65
Industry experience
15 years
Paul Herrick is a financial advisor at BOLT Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOLT Wealth Management since 2017. Prior to that, he was affiliated with Principal Securities, Inc., Princor Financial Services Corp, and Principal Life Insurance Company from 2010 to 2017. Herrick is also involved in selling disability, health, and life insurance through various carriers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients, with a focus on nondiscretionary portfolio supervision and integration of insurance and tax services.
Based on BOLT Wealth Management LLC
Based on BOLT Wealth Management LLC
$0 - $250,000: 1.50% annually $250,000.01 - $500,000: 1.25% annually $500,000.01 - $750,000: 1.00% annually $750,000.01 - $1,000,000: 0.90% annually $1,000,000.01+: 0.75% annually
Financial planning services at $250 per hour
Minimum fee: Retainer fee of $1,250 per quarter, paid in advance Fee-only: Financial planning hourly fee of $250; Tax preparation fees $350/hour individuals/couples, $450/hour self-employed
Clovis, CA
California
BOLT Wealth Management LLC
2017 - Present (9 years)
Principal Financial Services
2010 - 2017 (7 years)
Princor Financial Services Corp
2010 - 2017 (7 years)
Principal Life Ins Co
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!
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