Paul Reiferson is a registered investment advisor at Whitwell Advisors, based in Miami, FL, with 2 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 337 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.00% annually, billed monthly in arrears. The firm reserves the right to charge up to 3.00% of the value of your portfolio or up to 1.50% for non-traditional structures. Accounts consisting solely of low-risk money market and short-term government bond funds receive a discounted rate of 0.25%. Fees are negotiable.
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is a director for 4200 Real Estate LLC, Greenhouse Workz Inc., and RS Family LLC. The time commitment varies for RS Family LLC, but is less than full-time, while the other two require minimal time.
Employment History
Current Registrations
Whitwell Advisors
Previous Registrations
Compound Planning
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.
Exams
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