Paul Himmelstein
Paul Himmelstein is a ChFC-designated registered investment advisor at Ibn Financial Services, INC, based in Liverpool, NY, with 42 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 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
404 Old Liverpool Rd, Liverpool, NY, 13088
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1988Other Business ActivitiesSells Insurance
Paul is the President/Owner of Himmelstein Insurance Brokerage, Inc., specializing in life insurance, health insurance, and annuities, dedicating about half of his time to this. He also manages 1317 Mountain Associates LLC, a real estate company, spending a few hours per week on this activity.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
Stonex Securities INC.Broker
Trust Advisory Group LTD
Ages Financial Services, LTD.Broker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
USA Wealth Management LLC
USA Advanced Planners INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Resource Brokerage CORP.Broker
Corporate Securities Group, INC.Broker
Integrated Resources Equity CorporationBroker
North American Investment CORP.Broker
Berkshire Equity Sales, INC.Broker
Manequity, INC.Broker
State Registrations4 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.