Paul Nixon is a registered investment advisor at Quillpen Advisors, LLC, based in Bee Cave, TX, with 5 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 15 clients with $17M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Minimum annual fee of $5,000. Fees are negotiable, but shall not exceed an annual fee of 2.0%.
Fee Estimator
Location
Bee Cave, TX
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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
Quillpen Advisors, LLC
State Registrations2 states
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