Peter Paddock is a CFA-designated registered investment advisor at View Capital RIA, LP, based in Dallas, TX, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 141 clients with $1.8B 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 $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Rates shown represent the maximum fee range (basis points converted to percentages). Fees are negotiable and generally do not exceed 2.50%. A $1,000 minimum annual fee applies.
Fee Estimator
Location
2727 N. Harwood Street, Suite 225, Dallas, TX, 75201
Get directionsHistory
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
Peter is a manager and board member of Wildcat Fund, LLC since 2016, dedicating minimal time to managing the firm's activities. He also serves as an Investment Adviser Representative with View Capital RIA, LP since 2011.
Employment History
Current Registrations
View Capital RIA, LP
Previous Registrations
Vca Securities, LPBroker
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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