Paul Thompson
Paul Thompson is a registered investment advisor at Ascension Capital Advisors, INC., based in Houston, TX, with 41 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 183 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Location
4900 Woodway Drive, Suite 1150, Houston, TX, 77056
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a licensed insurance agent, occasionally assisting clients with life insurance and fixed annuities, dedicating minimal time to this. He also provides bookkeeping services for his family's oil and gas interests, is a partner with his brother in general securities and oil & gas, and serves as a trustee for a charitable foundation.
Employment History
Current Registrations
Ascension Capital Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Dominion Investor Services, INC.Broker
T.L. Reed Securities, INC.Broker
Bell, Cloud & Thompson Securities, INC.Broker
Brokers Transaction Services, INC.Broker
Fsc Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.