Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA
Thomas A. Paulson, Jr., CPA offers ongoing investment portfolio management, including asset allocation and security recommendations, trade execution, and investment monitoring. He uses mutual funds, stocks, and ETFs. Financial planning services include assessing financial goals, determining risk tolerance, tax planning, insurance review, education funding, retirement planning, and estate planning. He primarily uses Austin Prior’s Sound Mind Investing for investment guidance.
Fee Structure
Thomas A. Paulson, Jr., CPA's fees for managing your investments can be calculated in a few ways:
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As a percentage of your portfolio, between 0.5% and 2% per year. This is calculated either on the last day of the previous quarter or based on the average daily balance over the previous quarter.
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As an hourly rate of $150 per hour.
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As a flat annual fee, ranging from $1,000 to $7,500.