Paul Finkel is a CFA-designated registered investment advisor at Queenfin LLC, based in Pittsboro, NC, with 10 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth. Their firm serves 5 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Queenfin provides financial consulting services for a fixed fee. After an initial fee of up to $2,000, the ongoing service is priced at up to $2,000 per quarter. The fixed fee allows clients to consult as needed without incurring additional charges. Fees are negotiable based on the complexity of the client's situation and the amount of assets owned.
Location
Pittsboro, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Queenfin LLC
State Registrations1 state
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