Paul Bechtelheimer
Paul Bechtelheimer is a registered investment advisor at Anchored Financial Planning LLC, based in West Deptford, NJ, with 2 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, Investment Management. Their firm serves 500 clients with $180M 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 | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable. Consulting services are included in asset management fees, except in unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
875 Mantua Pike, #9, West Deptford, NJ, 08096
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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
Anchored Financial Planning LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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