Paul Dejarnatt is a registered investment advisor at Dejarnatt, Paul E, based in Pleasanton, CA, with 2 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees paid to Paul De Jarnatt are negotiable and vary based on the client's needs, the complexity of their investment objectives, and the number of portfolio restrictions. The management fee is paid after services are provided, as billed.
Location
147 Old Bernal Avenue, Suite 2, Pleasanton, CA, 94566
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a CPA providing tax returns and advice. This takes about half of his time, with about 20 hours per month occurring during trading hours.
Employment History
Current Registrations
Dejarnatt, Paul E
State Registrations1 state
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