James Paulsen is a CFP-designated registered investment advisor at Taxable Wealth, based in San Diego, CA, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 43 clients with $85M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
13520 Evening Creek Dr N, Ste 130, San Diego, CA, 92128
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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
Taxable Wealth
Previous Registrations
Guggenheim Funds Distributors, LLCBroker
John Hancock Funds, LLCBroker
Prudential Annuities Distributors, INCBroker
Evergreen Investment Services, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
State Registrations1 state
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.