Jeffrey Foley
Jeffrey Foley is a CFP-designated registered investment advisor at Maggi Investment Services, LLC, based in Arden Hills, MN, with 23 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 515 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Direct asset management annual fee is 1.50% and is negotiable. Co-advisor programs through Gradient Investments range from 1.00% to 1.75% in total annual fees.
Fee Estimator
Location
4105 Lexington Ave North, Suite 230, Arden Hills, MN, 55126
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is a managing member and insurance agent at Paladin Insurance, LLC, dedicating about half of his time to insurance sales and service. He also holds positions at Paladin Capital, Paladin Wealth, Gradient Securities, and Paladin Legal Services, spending minimal time on each.
Employment History
Current Registrations
Maggi Investment Services, LLC
Paladin Financial
Paladin Capital
Gradient Securities, LLCBroker
Previous Registrations
Gradient Investments, LLC
Gradient Wealth Management
Gradient Advisors, LLC
Gradient Investments, LLC
Old Mutual Financial Network Securities, INC.Broker
Usallianz Securities, INC.Broker
State Registrations8 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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