Paul Streiber is a CFP-designated registered investment advisor at Prs Wealth Management, based in Coppell, TX, with 16 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 50 clients with $67M 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 | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
PRS Wealth Management generally requires a minimum of $300,000 or a minimum annual fee of $3,000 to open and maintain an advisory account. Fees are negotiable.
Fee Estimator
Location
Coppell, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2018Employment History
Current Registrations
Prs Wealth Management
Previous Registrations
Talis Advisory Services, LLC
Heritage Financial Planning
Talis Advisory Services, LLC
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.