Jesse Anastase is a registered investment advisor at Mavs Wealth Management Group, LLC, based in St. Petersburg, FL. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mavs Wealth Management Group's investment management fees are paid quarterly in advance and generally will not exceed 2% of the value of your portfolio annually. A portion of the fee, not to exceed 0.75% annually, is paid to a third-party asset management platform. The total fee will not exceed 2% unless specifically agreed upon in writing. Fees are negotiable based on the scope and complexity of services, the level of assets managed, and the time and expertise required.
Location
7901 4th Street N, Suite 300, St. Petersburg, FL, 33702
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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 →Employment History
Current Registrations
Mavs Wealth Management Group, LLC
Previous Registrations
Mavs Wealth Management Group, LLC
State Registrations1 state
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