Paul Nixon is a registered investment advisor at Lgt Wealth Management US Limited, based in London, with 11 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,106 clients with $1.4B 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. For accounts custodied with RBC, LGT US charges a fixed investment management fee of 0.95% per year.
Fee Estimator
Location
14 Cornhill, London, EC3V 3NR
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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.
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Paul remains registered with the UK Financial Conduct Authority (FCA) for Vestra Wealth LLP, spending about 10-20% of his time liaising with US-connected clients to transfer them to Vestra US Wealth Management Limited. He does not provide investment advisory services to Vestra Wealth LLP clients.
Employment History
Current Registrations
Lgt Wealth Management US Limited
State Registrations1 state
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