William Kauffman is a CFA-designated registered investment advisor at Paramount Investments, LLC, based in Lutherville, MD, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 23 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paramount Investments charges a percentage of your portfolio each year, ranging from 0.50% to 1.25%, depending on the size and complexity of your relationship with them. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees are paid quarterly.
Location
Lutherville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paramount Investments, LLC
Previous Registrations
Asset Strategy Consultants LLC
State Registrations1 state
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