PW
ChFC
PW
ChFC

Paul Patrick Winkler

33 Years of Experience
1 Disclosure
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,559 clients
Average Client Portfolio
$457K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.50%
$1.0M - $4.0M0.40%
$4M+0.25%

Fees may be waived or reduced at the firm's discretion. Some clients may pay lower fees due to different fee arrangements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3050 Business Park Circle, Suite 503, Goodlettsville, TN, 37072

Get directions

History

Regulatory History (1)
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Regulatory
November 2019
Final
Other Business Activities

Paul is an author of investment-related books and a therapist at The Babb Center, dedicating about 10-20% of his time to the latter. He also serves on the board of directors for The Center of Human Flourishing and as a board of trustee for Trevecca University.

Employment History
Current Registrations
Paul Winkler, INC.
June 2004 - Present · 21 yrs 8 mos
Previous Registrations
Intervest International Equities CorporationBroker
December 2001 - March 2002 · 3 mos
Richard B. Vance & CompanyBroker
June 1999 - December 2001 · 2 yrs 6 mos
Ffp Securities, INC.Broker
May 1998 - July 1999 · 1 yr 2 mos
Fortis Investors, INC.Broker
January 1993 - May 1998 · 5 yrs 4 mos
MML Investors Services, INC.Broker
May 1992 - January 1993 · 8 mos
Metlife Securities INC.Broker
September 1989 - February 1992 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
September 1989 - February 1992 · 2 yrs 5 mos
State Registrations26 states
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Advisor
Exams
No exam information available for this advisor.