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About Canterbury Investment Advisors LLC |
We strive to help our clients make wise decisions about their investments.
As your personal Chief Financial Officer, Paul Abele brings clarity and
stewardship to your financial future.
We consider ourselves stewards of our clients' money. Our motivation is to always protect and serve
our client's best interests. We recognized the importance of our fiduciary role and do everything in
our power to earn the trust of our clients. |
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General Information |
| Years of Experience in Financial Services: |
35
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| Work Experience: |
I have been an Investment Advisor for over 33
years. I have had the great honor to work with many
of the professors of economics,at the Chicago
School of business. Several have won The Nobel
Prize for their work in finance.
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| States Licensed in: |
Series 65
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| Name of Custodial Firm: |
TD Ameritrade
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| Number of Years with Current Firm: |
25
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| Work with the following types of clients: |
Businesses, Individual Investors
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| States Willing to do Business in: |
Alabaster,Birmingham,Chelsea,Gardendale,Helena,Leeds,Margaret,Pelham,Pell City,Springville,Sterrett,Trussville,Vestavia, Mountain Brook
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| Advisory Services Provided: |
Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Fund Specialist (CFS), PPC
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| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Health, Disability
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA)
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Firm Information |
| Assets Managed by Firm: |
$36,000,000.00
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| Assets Managed by Advisor: |
100%
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| Advisor's Number of Clients: |
34
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| Firm's Number of Clients: |
34
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| Advisor's Number of Planning Clients: |
19
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| Advisor's Number of Managed Clients: |
34
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| Firm's Number of Planning Clients: |
19
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| Firm's Number of Managed Clients: |
34
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Compensation and Fees |
| Fee % Based on Assets: |
0.80
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| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000.00
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| Minimum Fee Charged for Managed Accounts: |
$4,000
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Frequently Asked Questions |
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| Q. |
Do you have a customer satisfaction or refund policy? |
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I would like to, but it is agaist the law to do. Glad our government is looking out for us. |
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What are your qualifications? What is your education background? |
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I am a great believer in the Effiecent Market theory. Eugen Fama at the chicago School of business won the Noble Prize for this theory 3 years ago. This Theory states that all know information is priced into each stock daily. Trying to out guess the market on a consistant basis is Elusive at best. |
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| Q. |
How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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How many clients do you currently manage? |
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I am paid By fees on the assets that I would Over see. |
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Will you be the only person working with me? |
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Do you offer any guaranteed results? |
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I know the proper way to invest your money acording to your tolerence for downside Movement. Accourding to the US Government I am not able to guarentee results even if I could. |
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| Q. |
How much risk should I be willing to take? |
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It depend on how mutch dowside you could stand. |
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| Q. |
Have you ever been charged with any breaches? |
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What is your approach to financial planning? |
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0.65% of assets I over see. |
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| Q. |
What services do you offer? |
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I am well educated in ivesting, And I have done this for decads. |
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| Q. |
Why should I choose you as my financial advisor? |
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I got my Finance degree from University of Alabama. I have studied under some of the best accademics for 20+ years at the chicago school of business. |
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How do you charge for your services? |
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Clear understandable advice about your finances. |
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| Q. |
What services do you provide? What are your specialties? |
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I take a lot of time with clients teach/helping them understand their investments. So they can sleep at night know what they should expect from their investments. |
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| Q. |
What is your experience? How many clients do you currently manage? |
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I have been an Investment advisor since 1984. I have 35 clients, they need to like me, and I them. I need plenty of time to take good care of them. |
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What financial institution(s) do you represent? |
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Just my company, which I own. |
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What are your management fees? |
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What kind of plans do you specialize in? |
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I handle peoples retirement plans. I do not go after 401-k tye plans to manage. |
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Do you have a minimum requirement for number of employees or total investment value? |
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I must like you, and you must like me. |
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What type of plans do you offer? |
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I handle peoples investments, I do not offer any type of plan. I consintrate on each persons needs and wants. |
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Do you offer any additional services? |
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I handle many types of situations. My service depend on what my client needs. |
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