Jeffrey Hoang is a CFP-designated registered investment advisor at Paulson Wealth Management INC., based in West Palm Beach, FL, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 379 clients with $560M 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 | 1.50% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $45.0M | 0.55% |
| $45.0M - $65.0M | 0.45% |
| $65.0M - $100.0M | 0.35% |
| $100M+ | 0.25% |
Fees are generally not negotiable. Family member accounts living in the same household may be combined to determine breakpoints.
Fee Estimator
Location
222 Lakeview Ave, Suite 800, West Palm Beach, FL, 33401
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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
Paulson Wealth Management INC.
State Registrations1 state
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Exams
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