Paul Gustafson
Paul Gustafson is a registered investment advisor at Advisory Services Network, based in Bartlesville, OK, with 33 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
2360 Nowata Place, Bartlesville, OK, 74006
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2012Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Paul is an independent insurance agent since 2007, dedicating about 10-20% of his time to fixed insurance sales. He also holds an officer position at Ochelata Sportsman Club, spends about 10-20% of his time as a Business Administrator for Builder Insulation and Barrier Supply LLC, and spends a few hours per week with Gustafson Group, Inc.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Chubb Securities CorporationBroker
Wma Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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