Ronald Valpey is a CFP-designated registered investment advisor at Valpey Financial Services LLC, based in Concord, NH, with 24 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 172 clients with $200M 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.25% |
The annual fee is subject to a $6,000 minimum per year. Fee minimums are based, more advantageously to our clients, on households, not individual accounts. We can also group related clients for the purposes of achieving a lower fee or the minimum fee and we will quote alternative fee schedules when planning and investment circumstances dictate. The fee can also vary depending on the nature and complexity of your circumstances, the amount of assets placed under management, portfolio style and other factors.
Fee Estimator
Contact
Ronald Valpey
Location
100 North Main Street Suite 500, Concord, NH, 03301
Get directionsHistory
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 →Employment History
Current Registrations
Valpey Financial Services LLC
Previous Registrations
Focus Capital Wealth Management, INC.
Jefferson Pilot Securities CORP
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.
Exams
Additional Information
We take your financial future very seriously. That’s why we create a custom financial plan for every client and revise the plan at least annually. While retirement is a common planning goal, we will incorporate any goal that you want into your plan: college for your children or grandchildren, lifetime income, the purchase of a vacation home, trips of a lifetime, benefiting heirs…whatever financial goals you may have.