John Salas
John Salas is a registered investment advisor at Paradigm Partners Capital Management, based in Miami, FL, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 7 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PPCM manages investment portfolios, typically on a discretionary basis. The fees are subject to negotiation and are generally billed quarterly, either in advance or arrears. The fees do not include brokerage commissions, transaction fees, and other related costs.
Location
333 SE 2nd Ave, Suite 2000, Miami, FL, 33131
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Regulatory History (9)
Customer Dispute
September 2010Customer Dispute
December 2009Customer Dispute
August 2008Customer Dispute
October 2006Customer Dispute
September 2006Customer Dispute
June 2005Customer Dispute
June 2005Customer Dispute
September 2004Customer Dispute
May 2000Employment History
Current Registrations
Paradigm Partners Capital Management
Previous Registrations
Paradigm Partners Capital Management
Incasa LLC
Portfolio Resources Advisor Group, INC.
Bolton Global Asset Management
Wells Fargo Advisors, LLC
Chase Investment Services CORP.
State Registrations1 state
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.