Paul Abendroth
Paul Abendroth is a registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,560 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venture Visionary Partners' annual fee for investment management will not exceed 1.50% of the value of your portfolio. The specific fee depends on the amount you invest, the complexity of services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable.
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
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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 ActivitiesSells Insurance
Paul is an independent insurance agent since 1993, offering accident & health, life, and variable insurance products. He is also an independent agent at Venture Risk Consulting, LLC since 2022, offering life, health, disability, and fixed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
D.B. Root & Company, LLC
Rehmann Financial Network, LLCBroker
Rehmann Financial
Royal Alliance Associates, INC.Broker
Nrp Advisors, INC.
Hylant Financial Services, LTD.
Nrp Financial, INC.
Nrp Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations2 states
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.