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How does the advisor help clients – Key Takeaways:
Paul Winkler, Inc. is a well-known financial firm with a team of experienced advisors who are dedicated to providing financial guidance and expertise to their clients. They offer a variety of services that cater to the unique needs of each client, helping them navigate through their financial journey successfully.
Facts and Insights
Paul Winkler, Inc. has been in the financial industry for over 30 years and has a proven track record of success. The firm has a strong client base and has managed millions of dollars in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management | Number of Advisors | Time in Business |
---|---|---|
$250 million | 5 | 30 years |
Financial Services Offered
The advisors at Paul Winkler, Inc. offer a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized plan that aligns with their goals and values.
Client Types
Paul Winkler, Inc. serves a wide range of clients, including individuals, families, and small business owners. The firm specializes in working with high-net-worth individuals and provides personalized financial solutions to address their unique needs and goals.
Fees & Compensation
As a fee-only firm, Paul Winkler, Inc. does not earn commissions from the sale of financial products. Instead, they charge a percentage of the assets under management as a fee, providing a transparent and fair compensation structure for their services. The firm strives to minimize costs for their clients and only recommends investments that are in their best interest.
Background
Paul Winkler, Inc. was founded by Paul Winkler, a well-respected financial expert and media personality. He has been featured in various news outlets, including CNBC, Fox Business, and The Wall Street Journal. Under his leadership, the firm has grown into a reputable and trusted resource for financial advice.
Financial Advisor Disclosures to Know
Paul Winkler, Inc. believes in transparency and always discloses any potential conflicts of interest to their clients. The firm is registered with the Securities and Exchange Commission (SEC) and is bound by fiduciary duty, meaning they are legally obligated to act in their client’s best interest at all times. They have a clean regulatory record and take pride in maintaining ethical practices.