Paul Kluskowski
Paul Kluskowski is a registered investment advisor at T/r Financial Management Group, LLC, based in New Richmond, WI, with 26 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 74 clients with $24M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
These are maximum fees, and fees are negotiable. Some clients pay one- or two-tiered fees as opposed to the three-tiers presented above.
Fee Estimator
Location
New Richmond, WI
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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 Activities
Paul is the Managing Member of Cobalt Tax Services, LLC, which prepares tax returns and provides tax consultations. He spends about half of his time, approximately 80 hours per month, on this business, and an additional 50 hours a month on preparing tax returns and providing tax consultations.
Employment History
Current Registrations
T/r Financial Management Group, LLC
Previous Registrations
Piedmont Investment Advisors, LLC
T/r Financial Management Group, LLC
Morgan Stanley
State Registrations5 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.