Paulson Private Wealth is an independent registered investment advisor founded in October 2024 and based in Norwalk, Connecticut. Led by Kip Paulson, the firm specializes in providing comprehensive wealth management services that combine ongoing investment management with personalized financial planning. Paulson Private Wealth builds customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, while adhering to modern portfolio theory and fundamental analysis. When appropriate, the firm may also utilize outside managers and separately managed accounts to execute specific investment strategies. In addition to managing investments, Paulson Private Wealth offers detailed financial planning covering retirement, taxes, estate planning, cash flow, insurance, and business planning. The firm operates as a fee-only advisor, meaning compensation comes solely from client fees rather than commissions or product sales, ensuring a focus on the client's best financial interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Household accounts may be aggregated. Financial planning is included at no additional fee for investment management clients.