Paul Nolte is a CFA-designated registered investment advisor at Murphy & Sylvest, based in Dallas, TX, with 17 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 428 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending upon the needs of the client and generally decrease as assets increase. Fees are paid quarterly in arrears.
Fee Estimator
Location
13760 Noel Road, Suite 300, Dallas, TX, 75240
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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 →Employment History
Current Registrations
Murphy & Sylvest
Previous Registrations
Kingsview Wealth Management, LLC
Dearborn Partners L.L.C.
Hinsdale Associates
State Registrations3 states
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.
Exams
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