Paul Winkler is a ChFC-designated registered investment advisor at Paul Winkler, INC., based in Goodlettsville, TN, with 34 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,559 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be waived or reduced in the Firm’s sole discretion. Also, some accounts may be under historically different fee arrangements than the representative fee schedule set forth above.
Fee Estimator
Location
3050 Business Park Circle, Suite 503, Goodlettsville, TN, 37072
Get directionsHistory
Regulatory History (1)
Regulatory
November 2019Other 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.
Previous Registrations
Intervest International Equities CorporationBroker
Richard B. Vance & CompanyBroker
Ffp Securities, INC.Broker
Fortis Investors, INC.Broker
MML Investors Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.