Paul Carl Baures
Advisor at Provident Trust Company — Waukesha, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
23 years
Location
Waukesha, WI 53188-1199
Provident Trust Company
Multi-team
Total advisors
5Clients per advisor
198 Very HighAvg AUM per client
$5,856,236 Very HighHNW client ratio
82% Very HighPaul Baures is a financial advisor at Provident Trust Company with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Provident Trust Company since 2020, alongside his ongoing role at Broadview Advisors, LLC since 2001. Provident Trust Company provides investment advisory, fiduciary, and custody services to a diverse client base, including individuals, trusts, estates, corporations, and investment companies. The firm employs a multi-cap, “Growth at Reasonable Prices” equity discipline, focusing on concentrated U.S. equity portfolios complemented by balanced strategies and fixed-income exposure, with most accounts managed on a discretionary basis.
$0 - $3 million: 1.00% annually (for individually managed accounts under $100,000) $0 - $3 million: Not explicitly stated, but standard minimum client relationship is $3 million with graduated fees starting at 0.80% $0 - $3 million: (implied tier, although accounts under $3 million generally not accepted individually) $0 - $3 million: (minimum individually managed client relationship is $3 million; smaller accounts may be aggregated) $0 - $3 million: some individual accounts less than $100,000 charged 1.00% $0 - $3 million: (minimum $3 million for individually managed client relationships) $0 - $3 million: (accounts less than $100,000 charged 1.00%) $0 - $3 million: accounts aggregated for fee purposes, graduated schedule below applies starting at $3 million $0 - $3 million: not clearly defined for below $3 million individually $0 - $3 million: 1.00% for individually managed accounts under $100,000 $0 - $3 million: (minimum $3 million except for smaller accounts aggregated) $0 - $3 million: (minimum $3 million, fee tiers apply to aggregated accounts) $0 - $3 million: 1.00% for accounts under $100,000 even if part of larger relationship $0 - $3 million: minimum $3 million for individually managed accounts $0 - $3 million: 1.00% for individual accounts under $100,000 $0 - $3 million: minimum $3 million for individually managed client relationships $0 - $3 million: 1.00% for accounts under $100,000 $0 - $3 million: minimum $3 million $0 - $3 million: 1.00% for individually managed accounts under $100,000 $0 - $3 million: minimum $3 million $0 - $3 million: 1.00% for accounts under $100,000 $0 - $3 million: minimum $3 million $0 - $3 million: 1.00% for accounts under $100,000 $0 - $3 million: minimum $3 million $0 - $3 million: 1.00% for accounts under $100,000 $0 - $3 million: minimum $3 million $0 - $3 million: 1.00% for accounts under $100,000
Account minimum: $3 million Fee-only: Graduated tiered fees as described below
Waukesha, WI
N16 W23217 Stone Ridge Drive, Suite 310
Waukesha WI 53188-1199
Advisors at this office
5
Wisconsin
23 years of industry experience
Provident Trust Company
2020 - Present • 6 years
Waukesha, WI
Broadview Advsiors, Llc
2001 - Present • 25 years
Milwaukee, WI
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Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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