Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinkerton Wealth charges an annual investment advisory fee that varies up to 2.0% of assets, determined by market value, asset types, client's financial situation, and trading activity. Financial planning services are billed hourly ($50-$400/hour) or fixed-fee ($500-$150,000), based on service depth and complexity. Clients may be charged a maximum sub-adviser fee of 0.8% by Sherman Portfolios. The minimum household account size is $500,000 for Comprehensive Wealth Management.
Areas of Practice
Advisor Information
Office location
2000 John Loop, Coeur D'Alene, ID, 83814
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is an advisor at Pinkerton Retirement Specialists LLC, providing financial planning and investment advisory services. He also does public records research, is on the investment committee for a private school, and volunteers for his church, spending about 10-20% of his time on church activities.