PF
PF

Paul Fulton

33 Years of Experience
Winston-Salem, NC
1 DisclosureSells Insurance

Paul Fulton is a registered investment advisor at Westhampton Capital, based in Winston-Salem, NC, with 33 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 143 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
143 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$238.5M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2150 Country Club Rd, Suite 250, Winston-Salem, NC, 27104

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History

Regulatory History (1)
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Customer Dispute
September 2000
Settled
Other Business ActivitiesSells Insurance

Paul may earn commissions from insurance companies for selling non-variable life, health, annuity, and disability income insurance products. These insurance companies are not affiliated with Westhampton Capital, LLC.

Employment History
Current Registrations
Westhampton Capital
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Deutsche Bank Securities INC.
October 2006 - October 2012 · 6 yrs
Scott & Stringfellow, INC.
June 1992 - October 2006 · 14 yrs 4 mos
State Registrations2 states
NCVA
Advisor

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
No exam information available for this advisor.