Paul Harvey is a CFA-designated registered investment advisor at Vaquero Private Wealth, LTD., based in Dallas, TX, with 39 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 285 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vaquero Private Wealth charges a fee based on the size and scope of the relationship, complexity of the investments, necessary time commitments, and associated travel requirements. The fee is no more than 1.75% annually. Fees are negotiable and may vary among clients. The fee is paid monthly in advance.
Location
8111 Douglas Avenue, Suite 1350, Dallas, TX, 75225
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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 is a co-owner of Mountain Limo, a ground transportation company, dedicating minimal time to financial oversight. He also serves on the Board of Directors of Matador Resources, an energy company, attending quarterly meetings and participating in occasional calls.
Employment History
Current Registrations
Vaquero Private Wealth, LTD.
Previous Registrations
Syntal Capital Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Texas Commerce Equities, INC.Broker
Paul W. Harvey and Company, INC.Broker
Matza Agency, INC.Broker
Dean Witter Reynolds INC.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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