Paul Linzer is a registered investment advisor at Kenora Financial, LLC, based in Des Plaines, IL, with 26 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 181 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kenora Financial's fee for managing your investments is a percentage of the value of your portfolio. The fee schedule varies depending on whether the account is a standard brokerage account or a retirement account (IRA). The fees are:
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Brokerage Accounts:
- $50,000 to $100,000: 2.00%
- $100,000 to $500,000: 1.50%
- $500,000 to $2,000,000: 1.25%
- Over $2,000,000: 1.00%
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IRA Accounts:
- $50,000 to $100,000: 1.00%
- $100,000 to $500,000: 0.80%
- $500,000 to $2,000,000: 0.60%
- Over $2,000,000: 0.40%
There is an initial set-up charge of $500 for brokerage accounts if closed within the first twelve months.
Location
1295 Rand Road, Des Plaines, IL, 60016
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Regulatory History (1)
Regulatory
October 1998Employment History
Current Registrations
Kenora Financial, LLC
State Registrations1 state
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.