Paul Nelson is a CFA-designated registered investment advisor at Hillcrest Holdings, LLC, based in Houston, TX, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hillcrest Holdings charges a percentage of your portfolio each year, ranging from 0% to 3%, depending on the total value of all accounts within your household. The fees are calculated quarterly and deducted directly from your account. Fees are generally not negotiable but may be waived for employees, friends, and family.
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hillcrest Holdings, LLC
State Registrations1 state
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