Paul Comstock Partners is a fee-only firm offering investment, wealth, and fiduciary advisory services. Comstock works with high net worth individuals, families, fiduciaries, and charitable organizations, providing advice on investments and wealth management. Comstock acts as an outsourced Chief Investment Officer (CIO), helping clients with strategic decision-making, asset allocation, and monitoring investment performance. The firm does not originate investments, focusing on objective advice.
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.