John Elvig is a registered investment advisor at Pearl Capital Investments, based in Houston, TX, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
In addition to the 0.50% management fee, a performance fee is charged based on returns above the high-water mark: 10% of returns between 0% and 9.99%, 15% of returns between 10% and 19.99%, and 20% of returns above 20%. Investors with over $1,000,000 receive a performance-fee exemption applicable to the first 5% of annual investment returns.
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Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pearl Capital Investments
State Registrations1 state
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