Paul Jarvis is a CFP-designated registered investment advisor at Prime Capital Financial, based in Fargo, ND, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
109 Roberts St North, Fargo, ND, 58102
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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 ActivitiesSells Insurance
Paul owns two real estate holding companies, Porterfield LLC and AJD Properties, dedicating minimal time to each. He is also an insurance agent selling fixed insurance products and is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC; he spends a few hours per week on these activities.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Goldman Sachs Personal Financial Management
State Registrations1 state
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
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