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Anya Antonavich

5 Years of Experience
N Canton, OH
Broker

Anya Antonavich is a registered investment advisor at Edward Jones, based in N Canton, OH, with 5 years of industry experience. Anya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

4834 Frank Avenue, N Canton, OH, 44720

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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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Other Business Activities

Anya sells second-hand items online and books shows/performs with her band. These activities take minimal time and about 10-20% of her time, respectively.

Employment History
Current Registrations
Edward JonesBroker
August 2024 - Present · 1 yr 9 mos
Edward Jones
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2022 - November 2023 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
May 2022 - November 2023 · 1 yr 6 mos
Key Investment Services LLC
November 2021 - April 2022 · 5 mos
Key Investment Services LLCBroker
June 2020 - April 2022 · 1 yr 10 mos
The Huntington Investment CompanyBroker
October 2019 - June 2020 · 8 mos
State Registrations14 states
FLGAIAINMAMINCOHPASCTXVAWIWV
AdvisorBrokerBoth

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.