Paul Wittman
Paul Wittman is a registered investment advisor at Washington Park Capital Management, LLC, based in Portland, OR, with 18 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 194 clients with $360M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.63% |
Fees are prorated and charged quarterly in arrears. Fees may be negotiated in the firm's sole discretion.
Fee Estimator
Location
9755 SW Barnes Rd, Suite 620, Portland, OR, 97225
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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 →Other Business Activities
Paul is an investor in Four Musketeers The Movie LLC, a motion picture and video production company, but has no duties. He also owns rental properties in Oregon and Spokane, WA, dedicating minimal time to this activity.
Employment History
Current Registrations
Washington Park Capital Management, LLC
Previous Registrations
Tru Independence Asset Management, LLC
Lateef Investment Management, LP.
State Registrations2 states
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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