Paul Linzer is a registered investment advisor at Kenora Financial, LLC, based in Des Plaines, IL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 191 clients with $320M 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 - $2.0M | 1.25% |
| $2M+ | 1.00% |
Rates shown are for standard brokerage accounts. Tax-advantaged retirement accounts have lower rates ranging from 0.40% to 1.00%. Fees are not negotiable.
Fee Estimator
Location
1295 Rand Road, Des Plaines, IL, 60016
Get directionsHistory
Regulatory History (1)
Regulatory
October 1998Employment History
Current Registrations
Kenora Financial, LLC
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.
Exams
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