Paul Reiferson is a registered investment advisor at Whitwell Advisors, based in Bee Cave, TX, with 2 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 319 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Whitwell reserves the right to charge up to 3% of AUM or to implement non-traditional investment fee structures up to 1.5%. These may include a single flat fee or a layered fee arrangement. A discounted 0.25% rate is offered for accounts consisting solely of low-risk money market and short-term government bond ETFs and mutual funds.
Fee Estimator
Location
Bee Cave, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is a director for 4200 Real Estate LLC, Greenhouse Workz Inc., and RS Family LLC. The time commitment varies for RS Family LLC, but is less than full-time, while the other two require minimal time.
Employment History
Current Registrations
Whitwell Advisors
Previous Registrations
Compound Planning
State Registrations1 state
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