Paulson Private Wealth offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing an investment policy and managing a portfolio. Financial planning covers areas like retirement, insurance, college savings, and estate planning. Paulson Private Wealth may use outside managers and sub-advisers to assist with managing client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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