Jesse Vanvalin
Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLV charges a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.85%. The specific fees are outlined in your Investment Advisory Agreement and may vary based on the size of the account, complexity, and activity. Fees are billed monthly based on the average daily balance. Employees and their family members may be charged a reduced fee.
Location
607 East Second Avenue, Suite 100, Flint, MI, 48502
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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
Jesse is the owner/advisor/CIO of OLV Investment Group, dedicating full-time hours to insurance sales and services. He also holds board member and owner positions in OLV Foundation, OLV Real Estate, and OLV Tax Prep, spending minimal time on each, and is a board member for Key of Hope.
Employment History
Current Registrations
Oliver Lagore Vanvalin Investment Group, INC.
Ae Financial Services, LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
State Registrations26 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.