Paul Mccoy
Paul Mccoy is a registered investment advisor at Total Wealth Advisors, LLC, based in Hopkins, MN, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 92 clients with $110M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees for accounts of $2,000,000 and above are negotiable. Certain clients may elect a flat annual fee as negotiated.
Fee Estimator
Location
809 Mainstreet, Hopkins, MN, 55343
Get directionsHistory
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 ActivitiesSells Insurance
Paul is an insurance agent since October 2024, spending about 10% of his time on insurance sales. He also works as a direct support professional/caregiver for a handicapped person, dedicating a significant amount of time to this role.
Employment History
Current Registrations
Total Wealth Advisors, LLC
Previous Registrations
Lord, Abbett & CO. LLC
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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