Sarah Paulson is a CFP-designated registered investment advisor at Valkyrie Financial, based in Appleton, WI, with 11 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 6 more. Their firm serves 19 clients with $7.4M 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 $50K | 1.20% |
| $50K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Annual fees are negotiable. Clients participating in Ongoing Comprehensive Financial Planning will receive Investment Management Services at no additional charge.
Fee Estimator
Contact
Sarah Paulson
Location
Appleton, WI
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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
Sarah is employed as a group fitness instructor at Ghost Town Fitness. This activity takes minimal time and generally occurs outside of trading hours.
Employment History
Current Registrations
Valkyrie Financial
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.