Wendy Paskin-Jordan
Wendy Paskin-Jordan is a registered investment advisor at Paskin & Berler Capital Advisors, LLC, based in Santa Rosa, CA, with 32 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 65 clients with $360M 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $8.0M | 0.80% |
| $8.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $35.0M | 0.25% |
| $35.0M - $55.0M | 0.15% |
| $55M+ | 0.10% |
PB has a minimum annual fee of $15,000. Fees may be invoiced, waived, discounted, and/or negotiated to non-standard rates on a client-by-client basis.
Fee Estimator
Location
Santa Rosa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Wendy is the co-CEO of Paskin & Berler Capital Advisors, LLC, dedicating nearly full-time hours to this role. She also holds director and advisory board member positions in several other organizations, including AAA Mountain West Group, AAA Club Partners, Harvest Funds Management, PIMCO RIA Advisory Board, and SBJ Fund LP.
Employment History
Current Registrations
Paskin & Berler Capital Advisors, LLC
Previous Registrations
Mit Associates, LLCBroker
S F Sentry Securities, INC.Broker
Paskin & Kahr Capital Management LLC
Wells Fargo Prime Services, LLCBroker
Thinkequity LLCBroker
Eplanning Securities, INC.Broker
Paskin & Kahr Capital Management LLC
Round Hill Securities, INC.Broker
Mam Securities, LLCBroker
Montgomery SecuritiesBroker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
State Registrations1 state
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.