Abdiel Valenzuela
Abdiel Valenzuela is a registered investment advisor at Principal Securities, INC., based in San Diego, CA, with 32 years of industry experience. Abdiel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B 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 $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
San Diego, CA
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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
Principal Securities, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
Girard Securities, INC.Broker
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
First Allied Securities, INC.Broker
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Advisor Networks LLC
Uvest Financial Services Group, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Planmember Securities Corporation
Planmember Securities CorporationBroker
Financial Network Investment CorporationBroker
Great Western Financial Securities CorporationBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations5 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
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