Paul Comstock Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Paul Comstock Partners operates as an independent, employee-owned wealth advisory firm providing services structured similarly to an outsourced chief investment officer. Founded in 1983 and based in Houston, Texas, Paul Comstock Partners serves high net worth individuals, ultra-high net worth families, fiduciaries, and charitable organizations. The firm focuses on delivering objective, research-driven strategic and tactical advice across traditional and alternative asset classes. Services include investment advisory, wealth advisory—which often involves organizing a family advisory council for multi-generation succession and transfer planning—and fiduciary advisory services that comply with institutional trust standards. Paul Comstock Partners applies a structured decision-making process starting with a present position analysis to identify critical issues, determine desired outcomes, and develop actionable steps while coordinating closely with clients' legal and tax professionals.

Assets Under Management$2.8B
Clients120
Advisors13
Avg. per Client$23M
Avg. per Advisor$220M

Fee Structure

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

Annual fees range from 0.20% to 0.70% based on portfolio value and scope of services. Some clients pay an annual flat fee when combined with additional planning services.

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

13 Advisors at this firm