PH
CFP
PH
CFP

Paul Hassing

29 Years of Experience
Inver Grove Heights, MN
Broker

Paul Hassing is a CFP-designated registered investment advisor at Edward Jones, based in Inver Grove Heights, MN, with 29 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2902 Upper 55th Street, Inver Grove Heights, MN, 55076

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul is the Chairman of the Board for the River Heights Chamber of Commerce and owns rental property in Inver Grove Heights, MN. He is also the President of the Big Sand Lake Association, leading a group of lakeshore property owners.

Employment History
Current Registrations
Edward Jones
September 2007 - Present · 19 yrs 1 mo
Edward JonesBroker
March 1997 - Present · 29 yrs 7 mos
State Registrations22 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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