Paul Dwyer is a CFA-designated registered investment advisor at Punch & Associates Investment Management, INC., based in Edina, MN, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 588 clients with $2.1B 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 $10.0M | 0.85% |
| $10.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.72% |
These fees are for institutional clients. Private client accounts are charged 1.00%. Supervised accounts are charged 0.50%. Unmanaged accounts are charged 0.10%. Fees may be negotiable.
Fee Estimator
Location
7701 France Ave South, Suite 300, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Punch & Associates Investment Management, INC.
State Registrations1 state
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