Jeffrey Foley
Jeffrey Foley is a CFP-designated registered investment advisor at Paladin Financial, based in Arden Hills, MN, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 460 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paladin Wealth offers investment management services with fees based on a percentage of the assets they manage.
For direct asset management, the maximum annual fee is 1.50%.
For the Co-Advisor program with Gradient Investments, the annual fee is 1.50% for Strategic, Tactical, Allocation, and Defined Outcome Portfolios, and 1.00% for Preservation Portfolios. Paladin Wealth receives a portion of these fees.
These fees may be negotiable.
Location
4105 Lexington Avenue North, Suite 230, Arden Hills, MN, 55126
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 →Other Business ActivitiesSells Insurance
Jeffrey is a managing member and insurance agent at Paladin Insurance, LLC, dedicating about half of his time to insurance sales and service. He also holds positions at Paladin Capital, Paladin Wealth, Gradient Securities, and Paladin Legal Services, spending minimal time on each.
Employment History
Current Registrations
Paladin Financial
Paladin Capital
Gradient Securities, LLCBroker
Previous Registrations
Gradient Investments, LLC
Gradient Wealth Management
Gradient Advisors, LLC
Gradient Investments, LLC
Old Mutual Financial Network Securities, INC.Broker
Usallianz Securities, INC.Broker
State Registrations8 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.