Paul Kleinschmidt
Paul Kleinschmidt is a registered investment advisor at Tocqueville Asset Management LP, based in New York, NY, with 16 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,270 clients with $10B 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 | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable. For accounts under $3 million, fees are not charged on the portion of assets invested in affiliated mutual funds managed by Tocqueville.
Fee Estimator
Location
40 West 57th Street, 19th Floor, New York, NY, 10019
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2026Other Business Activities
Paul is the President & CEO/Portfolio Manager at Tocqueville Asset Management L.P., dedicating nearly full-time hours to this role. Tocqueville Asset Management L.P. is an affiliate of Tocqueville Securities L.P. and operates out of the same offices.
Employment History
Current Registrations
Tocqueville Asset Management LP
Tocqueville Securities L.P.Broker
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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