Jonathan Walker is a CFP-designated registered investment advisor at Paul Winkler, INC., based in Gallatin, TN, with 14 years of industry experience. Jonathan 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
150 N Water Avenue, Gallatin, TN, 37066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Paul Winkler, INC.
State Registrations11 states
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