Paulson Wealth Management offers comprehensive portfolio management and financial planning services to individuals, high net worth families, and businesses. Paulson Wealth Management builds customized investment portfolios using exchange traded funds, individual stocks, options, and fixed income securities, often employing covered call strategies and tactical adjustments. Comprehensive portfolio management includes ongoing investment oversight alongside integrated financial planning covering retirement, taxes, estate strategies, insurance, and debt. Clients can also hire Paulson Wealth Management for standalone hourly consulting or project-based financial planning. Paulson Wealth Management primarily recommends Charles Schwab as the custodian for client assets and operates as a registered investment advisor based in Illinois and Florida.
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.