Paul Winkler, Inc. offers a variety of investment advisory and financial planning services designed to help individuals, families, and business owners navigate their financial lives. The firm focuses on understanding each client's unique needs, risk tolerance, and goals before building a tailored strategy. Rather than managing portfolios directly, Paul Winkler, Inc. typically teams up with third-party asset managers, such as Matson Money, to handle portfolio design, trading, and execution. In addition to investment oversight, Paul Winkler, Inc. emphasizes financial literacy through educational workshops, radio shows, and personalized financial planning. Services cover a wide range of topics, including retirement planning, tax strategies, cash flow management, insurance reviews, and estate planning. Clients can also utilize online tools for tracking their net worth and accounts in one secure place. The firm operates on a fee basis, charging for financial planning engagements while third-party managers handle investment management fees.
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.