Jean Masse is a registered investment advisor at J. Pierre Masse, based in Venice, FL, with 23 years of industry experience. Jean 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 9 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jean Pierre Masse charges an annual negotiable fee for managing your money, ranging from 0.5% to 2% of your account. This fee is paid quarterly at the end of each quarter.
Location
12280 Wellen Golf Street, Unit 107, Venice, FL, 34293-6374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
J. Pierre Masse
Previous Registrations
LPL Financial LLC
State Registrations1 state
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