Paul Hellman
Paul Hellman is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 11 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
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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
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Missionsquare Wealth Management
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Ernst & Young Investment Advisers LLP
Northwestern Mutual Investment Services, LLCBroker
Nylife Securities LLCBroker
State Registrations1 state
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