Paul Sweeney
Paul Sweeney is a registered investment advisor at Kingsview Wealth Management, LLC, based in Wintersville, OH, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
600 Main Street, Wintersville, OH, 43953
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2026Other Business Activities
Paul owns residential rental properties in Kent, OH since 2009 and spends minimal time maintaining them. This activity is not investment-related.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.