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Winton Starling

22 Years of Experience

Winton Starling is a registered investment advisor at Paul Comstock Partners, based in Houston, TX, with 22 years of industry experience. Winton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
118 clients
Average Client Portfolio
$19.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$10M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Annual fees range from 0.20% to 0.70% per year based on the value of the managed portfolio and scope of services Paul Comstock Partners provides. Fees applying to new clients could be greater than to existing clients having the same portfolio complexity and value.

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

800 Bering Drive Suite 430, Houston, TX, 77057

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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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Employment History
Current Registrations
Paul Comstock Partners
January 2024 - Present · 2 yrs 3 mos
Starling Capital Management, LLC
February 2004 - Present · 22 yrs 2 mos
State Registrations1 state
TX
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.