Paul Mccoy is a registered investment advisor at Total Wealth Advisors, LLC, based in Hopkins, MN, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 107 clients with $100M 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 - $1000K | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.95% |
Fees are negotiable for accounts valued at $2,000,000 and above. Certain clients may elect a flat annual fee.
Fee Estimator
Location
809 Mainstreet, Hopkins, MN, 55343
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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 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.