P
Paul Edward Fritch CPA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,365,000
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$215,000
About
Paul Edward Fritch CPA provides investment advisory services and financial planning to individual clients, including high-net-worth individuals, and reports approximately $2.365 million in client assets across 11 accounts. The firm generally limits investment recommendations to mutual funds (its primary recommendation), equities, fixed income, ETFs and annuities and offers one-time financial plans as well as ongoing portfolio management.
The firm documents each client’s goals and risk tolerance in an Investment Policy Statement, employs cyclical analysis and modern portfolio theory, and follows a long-term trading approach while monitoring accounts and delivering quarterly custodian reports. It does not accept performance-based fees, does not participate in wrap fee programs, and states a policy of seeking fair allocation of investment opportunities among clients.
Notable distinctions include that the adviser is a licensed Certified Public Accountant who also performs accounting work and acts as an insurance agent, occasionally offering commissionable insurance or annuity products (a relationship the brochure discloses as a potential conflict of interest). The firm’s assets are managed on a primarily non‑discretionary basis and it does not accept proxy‑voting authority, meaning clients retain trade authorization and receive proxies directly from issuers or custodians.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Fee options
$0 - $200,000: 2.00% $200,001+: 1.68%
$60 to $100 per hour
Main office location
Paul Edward Fritch CPA
Granada Hills CA, United States
Number of offices
1
Most active in
Paul Edward Fritch CPA has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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