Kip Paulson is a CFA, CFP-designated registered investment advisor at Paulson Private Wealth LLC, based in Norwalk, CT, with 17 years of industry experience. Kip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
Norwalk, CT
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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
Paulson Private Wealth LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cantor Fitzgerald & CO.Broker
RBC Capital Markets, LLCBroker
Jefferies & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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