Paul Winkler, Inc. provides investment advice and financial planning to individuals, families, and businesses. They assess client needs, create financial plans, and recommend investment managers or passive investment options. They also offer investor education through workshops, radio shows, and online content. The firm uses a tailored approach based on client-specific needs and goals.
Assets Under Management$1.2B
Clients2,559
Advisors12
Avg. per Client$460K
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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