Paul Lightfoot is a CFP-designated registered investment advisor at Optima Asset Management INC, based in Dallas, TX, with 8 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 111 clients with $660M 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 $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Some clients may pay a negotiated fee.
Fee Estimator
Contact
Paul Lightfoot
Location
8144 Walnut Hill Lane, Suite 1180, Dallas, TX, 75231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Optima Asset Management INC
State Registrations1 state
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