Paul Chiaro is a registered investment advisor at Terraform Wealth, LLC, based in Houston, TX, 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 High Net Worth, Investment Management. Their firm serves 5 clients with $180M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
5847 San Felipe, Suite 930, Houston, TX, 77057
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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 Activities
Paul owns a cow calf ranch near Houston and Energy Research Advisors, an investment consulting firm. The filing does not specify the amount of time Paul spends on these activities.
Employment History
Current Registrations
Terraform Wealth, LLC
Eagle Global Advisors LLC
State Registrations1 state
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