Stephen Browne is a CFA-designated registered investment advisor at Paul Comstock Partners, based in Houston, TX, with 27 years of industry experience. Stephen 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
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
Location
6363 Woodway, Suite 620, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paul Comstock Partners
State Registrations1 state
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