Paul Hodge is a registered investment advisor at Tracker Research LLC, based in Seattle, WA, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tracker Research LLC manages a private investment fund and charges fees in two parts:
- Management Fee: Typically 0.5% quarterly (2% annually) of each investor's capital account, paid in advance. Non-qualified clients may be charged a higher 3% annual management fee instead of the performance allocation.
- Performance Allocation: Generally 20% of the net income allocated to each investor for the year, but only if the net income exceeds any cumulative losses from earlier periods. This is typically taken at the end of each calendar year and only charged to qualified clients.
Location
5335-1/2 Ballard Ave Nw, Suite 6, Seattle, WA, 98107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a board member of Highlands Community Facilities Association, a non-profit corporation. He spends minimal time on this activity.
Employment History
Current Registrations
Tracker Research LLC
State Registrations1 state
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