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Paula Pienkowska

16 Years of Experience
Boston, MA

Paula Pienkowska is a registered investment advisor at Riverview Capital Advisers LLC, based in Boston, MA, with 16 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 184 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
184 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$618.8M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+1.00%

Fees for portfolios over $5,000,000.01 are as agreed.

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

265 Franklin Street, Suite 403, Boston, MA, 02110

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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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Employment History
Current Registrations
Riverview Capital Advisers LLC
December 2009 - Present · 16 yrs 5 mos
State Registrations6 states
CACTFLMANHTX
Advisor

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.
Paula Pienkowska - Financial Advisor | TrueAdvisor