Paulson Wealth Management offers investment advice through Comprehensive Portfolio Management and Financial Planning/Consulting services. Comprehensive Portfolio Management includes asset management and financial planning. Financial planning covers investment, retirement, estate, charitable, education, tax, real estate, mortgage/debt, insurance, and lines of credit analysis. Paulson Wealth Management also provides sub-advisory services to other registered investment advisors.
Assets Under Management$500M
Clients387
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $45.0M | 0.55% |
| $45.0M - $65.0M | 0.45% |
| $65.0M - $100.0M | 0.35% |
| $100M+ | 0.25% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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