Paul Rohr
Paul Rohr is a registered investment advisor at Gainline Financial Partners, LLC, based in Louisville, CO, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 875 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gainline Financial charges an annual fee based on the value of your portfolio. The fee can be a fixed percentage, tiered based on asset levels, or a linear fee schedule. The annual fee ranges up to 1.5%. Fees are charged monthly, based on the value of your portfolio at the end of each month. A minimum annual fee may apply.
Location
917 Front Street, Suite 160, Louisville, CO, 80027
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Paul is an insurance agent servicing client policies since 2014, with time commitment depending on client need. He also serves as co-trustee for his father's trust and is a part owner of Odin Properties LLC, dedicating minimal time to each.
Employment History
Current Registrations
Gainline Financial Partners, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.