Mariafearlene Brown is a ChFC-designated registered investment advisor at Paul Winkler, INC., based in Mt. Juliet, TN, with 14 years of industry experience. Mariafearlene 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 2,559 clients with $1.2B 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 | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be waived or reduced in the Firm’s sole discretion. Also, some accounts may be under historically different fee arrangements than the representative fee schedule set forth above.
Fee Estimator
Location
1550 N. Mt. Juliet Rd., #102, Mt. Juliet, TN, 37122
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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
Mariafearlene is a self-employed insurance agent since 1996, but devotes minimal time to this business. This activity is not investment-related.
Employment History
Current Registrations
Paul Winkler, INC.
Previous Registrations
Brokers International Financial Services, LLC
Global Financial Private Capital, LLC
Redhawk Wealth Advisors, INC.
State Registrations8 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.