Advisor at Princeton Global Asset Management LLC
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Firm
Princeton Global Asset Management LLC
Location
Boynton Beach, FL
Credentials
CFP®, Series 63
Industry experience
39 years
Paul Lebowitz is a CFP® with 38 years of experience in the financial industry. He has worked at Princeton Global Asset Management LLC since 2019 and concurrently at Chelsea Financial Services since 2017. His prior roles include positions at FSIC and Abrahamsenrock, LLC/Fountainhead. Princeton Global Asset Management provides discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and endowments. The firm employs a fundamental analysis approach that incorporates macroeconomic, currency, and geopolitical factors, tailoring portfolios to clients’ specific needs and utilizing third-party managers and technology platforms for specialized strategies and held-away account management.
Based on Princeton Global Asset Management LLC
Based on Princeton Global Asset Management LLC
Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Account minimum: $1,000,000 Minimum fee: $5,000 per year for accounts below a certain asset threshold Fee-only: Financial planning fees generally range from $1,000 to $25,000 on a fixed fee basis
Boynton Beach, FL
Florida · New Jersey
Princeton Global Asset Management LLC
2019 - Present (7 years)
Chelsea Financial Services
2017 - Present (9 years)
FSIC
2015 - 2016 (1 year)
Abrahamsenrock, LLC/Fountainhead
2012 - 2019 (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.
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