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Paul Fullerton

Private Client Services, LLC
23 Years of Experience
St. Louis, MO
BrokerSells Insurance
View SEC Summary
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Paul Fullerton is a registered investment advisor at Private Client Services, LLC, based in St. Louis, MO, with 23 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

680 Craig Road, Suite 201, St. Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Paul is a VP at RBF Wealth Advisors, dedicating full-time hours to this role. He also sells life insurance policies as needed and ensures payroll is processed for The Fullerton Group, Inc., but these activities require minimal time.

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Rbf Wealth Advisors
April 2006 - Present · 20 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
September 2003 - July 2023 · 19 yrs 10 mos
State Registrations6 states
COFLILMOOHTX
AdvisorBrokerBoth

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.
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