Paul Wedin is a registered investment advisor at Sloy, Dahl & Holst, LLC, based in Vancouver, WA, 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 Investment Management, Retirement Planning. Their firm serves 526 clients with $1.8B 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 $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable and represent maximum annual rates. Certain qualified clients may be charged according to a performance fee schedule consisting of a 0.25% quarterly service fee plus a 10% performance fee.
Fee Estimator
Location
Vancouver, WA
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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
Sloy, Dahl & Holst, LLC
Previous Registrations
Smart Investor, LLC
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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