Brian Koonce is a CFP-designated registered investment advisor at Paul Winkler, INC., based in Goodlettsville, TN, with 5 years of industry experience. Brian 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
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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
Brian works as an independent tax preparer in Goodlettsville, TN. This activity is not investment-related.
Employment History
Current Registrations
Paul Winkler, INC.
State Registrations8 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.