DD
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Denislav Dantev

8 Years of Experience
Chevy Chase, MD

Denislav Dantev is a registered investment advisor at Mg Capital Partners, LLC, based in Chevy Chase, MD, with 8 years of industry experience. Denislav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 211 clients with $83M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
211 clients
Average Client Portfolio
$395K average
Assets Under Management
$83.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chevy Chase, MD

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mg Capital Partners, LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Prudential Financial Planning Services
October 2017 - January 2022 · 4 yrs 3 mos
Pruco Securities, LLC.Broker
August 2017 - January 2022 · 4 yrs 5 mos
State Registrations3 states
DCMDVA
Advisor

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
No exam information available for this advisor.
Denislav Dantev - Financial Advisor | TrueAdvisor