Paul Comstock Partners
Assets Under Management
$2.2B
Number of Clients
118
Number of Advisors
11
Average Client AUM
$19.0M
AUM per Advisor
$203.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Paul Comstock Partners provides independent, research-driven, strategic and tactical advice to high-net-worth individuals, families, fiduciaries, and charitable organizations. Services are similar to a Chief Investment Officer. They focus on objectivity, incorporating client-specific issues, and utilizing traditional and alternative asset classes to meet client objectives while minimizing risks. They also offer wealth advisory and fiduciary advisory services.
Fee Structure
Fees for investment advisory services vary and are agreed upon prior to engagement. Some clients pay an annual flat fee (not exceeding $600,000), while others pay a percentage of assets, ranging from 0.20% to 0.70% annually. A Present Position Analysis (PPA) fee ranges from $25,000 to $150,000. For new clients, there is generally a minimum of $10,000,000 in assets under management. Fees may be charged based on a project fee or monthly retainer. Fees are based on the complexity of the client's circumstances.
Areas of Practice
Location
1177 West Loop South, Suite 1500, Houston, TX, 77027