Jean-Francis Valdivia
Jean-Francis Valdivia is a CFA, CFP-designated registered investment advisor at Fleurus Investment Advisory, LLC, based in Weston, CT, with 11 years of industry experience. Jean-Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Cross-Border Planning, Education Planning, and 6 more. Their firm serves 33 clients with $46M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.88% |
| $2M+ | 0.75% |
Fees are generally non-negotiable.
Fee Estimator
Contact
Jean-Francis Valdivia
Location
Weston, CT
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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.
Learn about disclosures →Employment History
Current Registrations
Fleurus Investment Advisory, LLC
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.
Exams
Additional Information
Jeff de Valdivia founded Fleurus Investment Advisory, LLC. in 2014 after a twenty five year career in the banking and investment management industry.