Assets Under Management
$503.8M
Number of Clients
387
Number of Advisors
3
Average Client AUM
$1.3M
AUM per Advisor
$167.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Paulson Wealth Management offers individualized investment advice through Comprehensive Portfolio Management and general investment advice through Financial Planning and Consulting. They manage equity, balanced, and fixed income portfolios, and may recommend third-party money managers. They also sponsor a wrap fee program.
| Assets Under Management | 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.
207 Reber Street, Suite 100, Wheaton, IL, 60187