Paul Wittman is a registered investment advisor at Washington Park Capital Management, LLC, based in Portland, OR, 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 High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.63% |
Fees may be negotiable based on various factors.
Fee Estimator
Location
720 SW Washington Street, Suite 310, Portland, OR, 97205
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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 →Other Business Activities
Paul is an investor in Four Musketeers The Movie LLC, a motion picture and video production company, but has no duties. He also owns rental properties in Oregon and Spokane, WA, dedicating minimal time to this activity.
Employment History
Current Registrations
Washington Park Capital Management, LLC
Tru Independence Asset Management, LLC
Previous Registrations
Lateef Investment Management, LP.
State Registrations1 state
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