Paul Roldan is a registered investment advisor at Allgen Financial Advisors, INC., based in Orlando, FL, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,004 clients with $390M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Qualified Plan Management fees are non-negotiable: First $1,000,000: 0.50%, Next $1,000,000: 0.50%, Next $1,500,000: 0.50%, Next $1,500,000: 0.50%, Over $5,000,000: 0.50%. Account values greater than $250,000 are eligible for a free financial plan.
Fee Estimator
Location
100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801
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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 →Other Business Activities
Paul is a CFO/Partner at The Intelligent Office, a virtual office space and receptionist service. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Allgen Financial Advisors, INC.
Previous Registrations
Heritage Financial Services, LLC
Raymond James Financial Services
Esi Financial Advisors
State Registrations2 states
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