Jeffrey Valentino
Jeffrey Valentino is a registered investment advisor at Paragon Capital Advisors, LLC, based in Wallingford, PA, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $42M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee schedule is negotiable. Rates may deviate based upon the size of the account being managed. For example, a $10 million dollar account may have a fee of less than 0.50% of the assets under management. We may also deviate from the above rate schedule for low complexity accounts that we anticipate will require a lower level of effort. We may also offer a rate that is less than the fee schedule when our client is experiencing a short-term financial hardship.
Fee Estimator
Location
Wallingford, PA
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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
Jeffrey has a tax practice since 2012, preparing 1040s and business returns for various clients.
Employment History
Current Registrations
Paragon Capital Advisors, LLC
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.