wiseradvisor

Paul W Abele
Canterbury Investment Advisors LLC

Tel: (205) 871-1692
400 Office Park Drive
Suite 103
Mountain Brook, AL 35223

35 + years of helping people invest wisely.

Canterbury Investment Advisors LLC | Financial Advisor in Mountain Brook ,AL

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.


General Information

Firm Start Year:   1988
No.of Employees:   2-4
Insurance License#:   Yes
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   Series 65
Number of Years with Current Firm:   25
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.
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Long Term Care, Health
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA)


Firm Information

Firm's Number of Clients:   34
Firm's Number of Planning Clients:   19
Firm's Number of Managed Clients:   34
Assets Managed by Firm:   $36,000,000.00
Advisor's Number of Clients:   34
Advisor's Number of Managed Clients:   34
Advisor's Number of Planning Clients:   19
Assets Managed by Advisor:   100%


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $500,000.00
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.80
Minimum Fee Charged for Managed Accounts:   $4,000


Education

BS - Finance  University of Alabama - Tuscaloosa
08/15/1980-05/20/1984



Faqs

  • Do you have a customer satisfaction or refund policy? I would like to, but it is agaist the law to do. Glad our government is looking out for us.
  • What are your qualifications? What is your education background? 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.
  • What is your approach to financial planning? 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.
  • What services do you offer? Clear understandable advice about your finances.
  • How many clients do you currently manage? 35
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Paul W Abele

Paul W Abele

PPC, CFS

Paul W Abele has been in the Wealth Management business for more than 35 Years. He believes strongly in The Efficient Market Theory, which states that all available information public, as well as an insider, is priced into the current market price. The chance of trying to beat the market's returns has proven over time to be elusive. That is why we want to own the whole market here and around the world. We do this by buying passively managed mutual funds that own the markets. We think that this is probably the best way to invest in stocks. We believe that investing in this manner, and charging what we believe to be low fees, is the best way to service our client's needs.

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My Services

Financial Advice & Consulting

As your personal Chief Financial Officer, Paul Abele brings clarity and stewardship to your financial future. Because everyone’s investment objectives are unique, Abele Financial Group’s client-centric approach to investment planning includes a detailed process of discovery, education,and collaboration with some of the best professionals in Birmingham . Abele Financial Group will strive to provide you with logic and prudent investment advice , we will do our best to help you and your family achieve what you set out to accomplish.


Financial Planning for Individuals

We believe strongly in what Eugene Fama of The Chicago School Of Business won The Noble Prize for, The Efficient Market Theory. This theory states that the stock market is very efficient in pricing stocks. All public and insider information is currently priced into stocks. Their is no way to consistently out perform the market. That is why we buy low cost, passively managed mutual funds. These funds try to own the whole stock market here and around the world. We believe this is probably the best way to be invested in stocks.


Portfolio Management

Paul W Abele has been in the Wealth Management business for more than 32 Years. He believes strongly in The Efficient Market Theory, which states that all available information public as well as insider is priced into the current market price. The chance of trying to beat the market's returns has proven over time to be elusive. That is why we want to own the whole market here and around the world. We do this by buying passively managed mutual funds that own the markets. We think that this is probable the best way to invest in stocks. We believe that investing in this manner, and charging what we believe to be low fees, is the best way to service our client's needs.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Alabaster Birmingham
Chelsea Gardendale
Helena Leeds
Margaret Pelham
Pell City Springville
Sterrett Trussville
Vestavia Mountain Brook

Compensation Arrangements

Check Bank Transfer

Social Networks

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