Paul Henneman is a registered investment advisor at Valuengine Capital Management LLC, based in Melbourne, FL, with 11 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 70 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.30% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
1900 S Harbor City Blvd, Suite 328, Melbourne, FL, 32901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is the President/CEO of ValuEngine Inc. and dedicates full-time hours to this role, considering it his primary business; ValuEngine provides financial research and market analysis to VECM.
Employment History
Current Registrations
Valuengine Capital Management LLC
Previous Registrations
Concept Asset Management
State Registrations3 states
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