Paul Witwer is a CFP-designated registered investment advisor at Voyage Wealth Management LLC, based in Lenexa, KS, with 18 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 25 clients with $23M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts of $3,000,000 and greater. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Lenexa, KS
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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 →Employment History
Current Registrations
Voyage Wealth Management LLC
Previous Registrations
Bell Investment Advisors INC
Merrill Lynch Pierce Fenner & Smith INC.
Charles Schwab & CO., INC.
Morgan Stanley
State Registrations2 states
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