Paul Strebel is a CFP-designated registered investment advisor at New Horizon Financial Strategies, LLC, based in Ithaca, NY, with 4 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 261 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NHFS offers investment management through the AssetMark Platform and the NHFS Schwab Private Client Model Program. The AssetMark Platform fees are determined by AssetMark. The NHFS Schwab Private Client Model Program charges a maximum fee of 1.6% of your investments, deducted quarterly. NHFS also offers an asset allocation and rebalancing program for TIAA-CREF and Fidelity clients with a maximum fee of 1.6%. These fees may be negotiable.
Location
944 Dryden Road, Ithaca, NY, 14850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a partner at Ultimate Results, a business coaching company, and spends minimal time coaching. He also owns Mipalee LLC, a memorial jewelry business, and acts as CFO, dedicating minimal time to this role as well.
Employment History
Current Registrations
New Horizon Financial Strategies, LLC
State Registrations1 state
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