Jesse Celeste
Jesse Celeste is a registered investment advisor at Artistic Wealth Strategies, based in Red Bank, NJ, with 6 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.30% |
| $1M+ | 1.00% |
For Clients with more than $3,000,000 in managed assets, Ongoing Financial Planning is included at no additional charge. Clients may pay an additional advisory fee when an Outside Manager is used. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
Red Bank, NJ
Get directionsHistory
Regulatory History (1)
Criminal
December 2024Employment History
Current Registrations
Artistic Wealth Strategies
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Santander Securities LLCBroker
State Registrations1 state
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.