Timothy Paulson
Timothy Paulson is a registered investment advisor at Marshall + Sterling Wealth Advisors, INC., based in Poughkeepsie, NY, with 17 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 902 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual investment management fees generally vary between 0.50% and 1.80% based on asset value and services. Fees are negotiable and can be higher for extraordinary circumstances or specialized strategies.
Fee Estimator
Location
278 Mill Street, Suite 301, Poughkeepsie, NY, 12601
Get directionsHistory
Regulatory History (3)
Financial
April 2025Financial
December 2024Financial
August 2024Employment History
Current Registrations
Marshall + Sterling Wealth Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLCBroker
Allianz Global Investors Distributors LLCBroker
Citigroup Global Markets INC.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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