Paul Valente is a CFP-designated registered investment advisor at Madison Partners, based in Shelburne, VT, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B 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 | 1.25% |
The maximum advisory fee is 1.25% and is negotiable. Total fees may include an additional sub-advisor or model manager fee if a sub-advisor platform is utilized.
Fee Estimator
Location
Shelburne, VT
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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 operates CFSG Wealth Management as a DBA for his LPL business, dedicating all of his time to it. He also serves as a Trust Officer for Community Financial Services Group, LLC, spending about half his time in this role.
Employment History
Current Registrations
Madison Partners
Previous Registrations
Fisher Investments
LPL Financial LLCBroker
LPL Financial LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Scottrade, INC.Broker
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.
Exams
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