Paul Hoerrner
Paul Hoerrner is a CFP-designated registered investment advisor at Magnus Financial Group LLC, based in New York, NY, with 29 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,086 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Magnus Financial Group charges an annual advisory fee based on a percentage of the assets they manage for you. This fee is negotiable and can range from 0.5% to 1.5% annually. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Some advisors at Magnus offer separate investment strategies for an additional fee.
Location
90 Park Avenue, Suite 1800, New York, NY, 10016
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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 independent insurance agent since 2007. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Magnus Financial Group LLC
Previous Registrations
Magnus Financial Group LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Chapdelaine & CO.Broker
H. G. Wellington & CO., 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.