PG
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Paul Gautier

21 Years of Experience
Austin, TX
Broker

Paul Gautier is a registered investment advisor at Cary Street Partners, based in Austin, TX, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,851 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$8.3B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.

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

7801 Capital of Texas Highway, Suite 310, Austin, TX, 78731

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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 Activities

Paul is an unpaid board member for Teach Transform, Inc., his wife's educational publishing/consulting business, since 2014. He dedicates minimal time providing business advice and coaching as needed.

Employment History
Current Registrations
Cary Street Partners
December 2013 - Present · 12 yrs 7 mos
Cary Street PartnersBroker
December 2013 - Present · 12 yrs 7 mos
Previous Registrations
Riverstone Wealth Management
February 2005 - December 2013 · 8 yrs 10 mos
Riverstone Wealth Management, INC.Broker
December 2004 - December 2013 · 9 yrs
State Registrations10 states
AZCACOLANCNMNVOKPATX
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.
Paul Gautier - Financial Advisor | TrueAdvisor