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Paul Branshaw

Advisor at Interactive Financial Advisors

Updated today
Interactive Financial Advisors logo

Firm

Interactive Financial Advisors

Location

New Lenox, IL 60451

Credentials

Series 63, Series 65

Industry experience

28 years

Fee options

Fixed

Fixed fees for financial planning services ranging generally from $48 to $7,500, negotiable depending on scope and complexity

Percentage

$0 - $24,999: 0.95% - 2.45% (Non 403b accounts, Invest With Trust service) $25,000 - $49,999: 0.90% - 2.40% (Non 403b accounts, Invest With Trust service) $50,000 - $249,999: 0.80% - 2.30% (Non 403b accounts, Invest With Trust service) $250,000 - $499,999: 0.71% - 1.91% (Non 403b accounts, Invest With Trust service) $500,000 - $999,999: 0.62% - 1.82% (Non 403b accounts, Invest With Trust service) $1,000,000+: 0.50% - 1.70% (Non 403b accounts, Invest With Trust service) $0 - $24,999: 1.02% - 2.52% (403b accounts, Invest With Trust service) $25,000 - $49,999: 0.97% - 2.47% (403b accounts, Invest With Trust service) $50,000 - $249,999: 0.87% - 2.37% (403b accounts, Invest With Trust service) $250,000 - $499,999: 0.72% - 1.92% (403b accounts, Invest With Trust service) $500,000 - $999,999: 0.57% - 1.77% (403b accounts, Invest With Trust service) $1,000,000+: 0.42% - 1.62% (403b accounts, Invest With Trust service) $1,000 - $24,999: 1.35% (Legacy service) $25,000 - $49,999: 1.30% (Legacy service) $50,000 - $249,999: 1.25% (Legacy service) $250,000 - $499,999: 1.21% (Legacy service) $500,000+: 1.00% (Legacy service)

Commissions

Some Investment Adviser Representatives (IARs) are also registered representatives and may earn commissions and 12b-1 fees through securities broker-dealer activities; insurance commissions may also be earned by some IARs

Project-based

$100 to $400 per hour for modular financial planning or general consulting services

Other

Account minimum: $1,000 minimum, with some strategies requiring $2,000 to $25,000 minimum Minimum fee: Account service fees: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more (Invest With Trust service); $12.50 per quarter for Legacy service accounts Fee-only: Portfolio management fees based on percentage of assets under management; fixed fees for financial planning ($48 to $7,500); hourly fees for consulting ($100 to $400 per hour)

Work history

Fortune Financial Services

2020 - Present (6 years)

Brooklight Place Securities, Inc.

2015 - 2020 (5 years)

Egan Vance Insurance

2010 - Present (16 years)

Branshaw Tax Advisors

2007 - 2020 (13 years)

Interactive Financial Advisors

2005 - Present (21 years)

Branshaw Financial

2003 - Present (23 years)

Paul Branshaw

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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