Paul Valencia
Paul Valencia is a registered investment advisor at Vineyard Wealth Advisory LLC, based in Temecula, CA, 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 Investment Management. Their firm serves 76 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Annual Percentage Rate will be applied and/or changed to all AUM held in account(s). Discounted Annual Percentage Rates may be offered at the Advisor’s complete and sole discretion.
Fee Estimator
Location
Temecula, CA
Get directionsHistory
Regulatory History (4)
Financial
April 2019Regulatory
April 2016Customer Dispute
January 2002Customer Dispute
May 1990Other Business ActivitiesSells Insurance
Paul is involved in insurance sales. He is also a voluntary board member of Showtime House Yacht on Lake Powell.
Employment History
Current Registrations
Vineyard Wealth Advisory LLC
Previous Registrations
World Equity Group, INC.Broker
World Equity Group, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
First Union Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
E.M.R. EnterprisesBroker
Freeman Financial Services CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.