Gregg Sessa is a CFP-designated registered investment advisor at Gvs Financial Group, INC., based in Palm Beach, FL, with 9 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 57 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Each client fee schedule is negotiated with GVS within this range, on a client-by-client basis.
Fee Estimator
Location
Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gvs Financial Group, INC.
State Registrations2 states
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