PM
PM
Paul Manese
18 Years of Experience
Boone, NC
2 DisclosuresBroker
Paul Manese is a registered investment advisor at Rcx Capital Group Advisors, LLC, based in Boone, NC, with 18 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be a fixed fee. RCX Capital Group Advisors (RCGA) may also receive a marketing or due diligence fee when you invest in a DST, UPREIT, or QOZF.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
271 Sleepy Valley Drive, Boone, NC, 28607
Get directionsHistory
Regulatory History (2)
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Financial
May 2017Pending
Judgment / Lien
October 2016Employment History
Current Registrations
Rcx Capital Group Advisors, LLC
July 2019 - Present · 6 yrs 10 mos
Rcx Capital Group, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Rcx Capital Group, LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Kingstone Capital Partners Texas, LLC
January 2018 - July 2019 · 1 yr 6 mos
Kingstone Capital Partners Texas, LLC
February 2017 - December 2017 · 10 mos
Emerson Equity LLCBroker
November 2016 - July 2019 · 2 yrs 8 mos
Realty Capital Securities, LLCBroker
November 2009 - March 2013 · 3 yrs 4 mos
Inland Securities CorporationBroker
November 2007 - July 2009 · 1 yr 8 mos
Kbs Capital Markets Group LLCBroker
January 2007 - October 2007 · 9 mos
Banc of America Investment Services, INC.
August 2006 - January 2007 · 5 mos
Banc of America Investment Services, INC.Broker
July 2006 - January 2007 · 6 mos
MML Distributors, LLCBroker
December 2005 - July 2006 · 7 mos
Metlife Investors Distribution CompanyBroker
December 2004 - December 2005 · 1 yr
Metlife Investors Distribution CompanyBroker
July 2003 - December 2004 · 1 yr 5 mos
State Registrations13 states
CACOFLGAHIIDMTNVNYPATXVAWA
AdvisorBrokerBoth
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
No exam information available for this advisor.