PN
PN

Paul Nederveld

4 Years of Experience
El Dorado Hills, CA

Paul Nederveld is a registered investment advisor at Mw Investment Strategy, based in El Dorado Hills, CA, with 4 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 48 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
48 clients
Average Client Portfolio
$840K average
Assets Under Management
$40.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4370 Town Center Blvd., Suite 220, El Dorado Hills, CA, 95762

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Mw Investment Strategy
January 2023 - Present · 3 yrs 3 mos
Van Hulzen Financial Advisors
May 2021 - Present · 4 yrs 11 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Paul Nederveld - Financial Advisor | TrueAdvisor