Paul Karshner
Paul Karshner is a registered investment advisor at Financial Enhancement Group, based in Oceanside, CA, with 8 years of industry experience. Paul 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 1 more. Their firm serves 1,281 clients with $990M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.5M | 0.85% |
| $7.5M - $12.0M | 0.80% |
| $12.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
All advisory fees are negotiable. Additional fee schedules are offered based on family, employee, and legacy relationships.
Fee Estimator
Location
Oceanside, CA
Get directionsHistory
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 ActivitiesSells Insurance
Paul works with clients in the signing of estate documents for Ultra Estate Planning, dedicating about half his time. He also works as a self-employed insurance agent, providing term life, universal life, and fixed annuity products for a few hours per week.
Employment History
Current Registrations
Financial Enhancement Group
State Registrations1 state
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