Paul Krsek is a registered investment advisor at 5t Wealth, LLC, based in Napa, CA, with 24 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, Annuities, Business Owners, Estate Planning, and 5 more. Their firm serves 297 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
5T Wealth charges a percentage of your portfolio each year for investment management. For variable annuity advisory services, the firm charges a flat annual rate of 1.00% of the assets in the contract. For standard investment management, the brochure references predefined tiers and examples such as an effective fee of 1% on a $2,000,000 account, but does not disclose a complete, explicit tier-by-tier AUM fee schedule in the text. Fees are generally debited directly from your accounts quarterly on a pro-rata basis.
Location
595 Coombs Street, Napa, CA, 94559
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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.
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Paul is a co-trustee of the Kresek Family Trust, which owns commercial and residential real estate in Napa, California. He spends minimal time on this activity.
Employment History
Current Registrations
5t Wealth, LLC
Previous Registrations
Mid Atlantic Financial Management, INC.
London Pacific Advisors
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.
Exams
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