Roleen Ono is a ChFC-designated registered investment advisor at Paul Winkler, INC., based in Cookeville, TN, with 3 years of industry experience. Roleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,459 clients with $1.3B 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 $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Representative fee schedule for Paul Winkler, Inc. co-advisory services with Matson Money. Third-party asset manager charges an additional fee of up to 1.00% per year, with total combined fees not to exceed 2.0% annually. Fees may be waived or reduced at the firm's discretion.
Fee Estimator
Location
2370 Quinland Lake Rd., Suite 111, Cookeville, TN, 38506
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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
Paul Winkler, INC.
State Registrations5 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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