NP
NP

Nicholas Price

5 Years of Experience

Nicholas Price is a registered investment advisor at Paul Comstock Partners, based in Houston, TX, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
118 clients
Average Client Portfolio
$19.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$10M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Annual fees range from 0.20% to 0.70% per year based on the value of the managed portfolio and scope of services Paul Comstock Partners provides. Fees applying to new clients could be greater than to existing clients having the same portfolio complexity and value.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1177 West Loop South, Suite 1500, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Paul Comstock Partners
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Saxon Financial Group
December 2022 - March 2024 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
October 2020 - April 2021 · 6 mos
J.P. Morgan Securities LLCBroker
December 2019 - October 2020 · 10 mos
LPL Financial LLCBroker
January 2019 - August 2019 · 7 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.