Paul Kinneberg is a CFP-designated registered investment advisor at Longview Financial, INC., based in Zimmerman, MN, with 24 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8 clients with $9.4M 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 $50K | 2.50% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $499K | 1.00% |
| $499K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable for accounts over $1 million. Minimum account size is $500,000, equating to a minimum annual fee of $3,750. When an account falls below $25,000, the minimum annual fee of $500 is charged.
Fee Estimator
Location
Zimmerman, MN
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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 →Employment History
Current Registrations
Longview Financial, INC.
Previous Registrations
Longview Financial, INC.
State Registrations1 state
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