Jo-Ann Holst
Jo-Ann Holst is a CFP-designated registered investment advisor at Royal Fund Management, LLC, based in Lakewood, CO, with 13 years of industry experience. Jo-Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B 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 $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule. An additional 0.25% is charged for the Dividend Enhancement Overlay Strategy. Accounts managed with option strategies have a different fee schedule: $100,000 - $250,000: 2.00%, $250,001 - $500,000: 1.75%, $500,001 and Above: 1.50%. Fees are negotiable.
Fee Estimator
Location
550 S Wadsworth Blvd, Suite 401, Lakewood, CO, 80226
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jo-Ann sells life and health insurance, fixed annuities, and Medicare supplements through Holst Financial, Inc. She is also an independent insurance agent and owner of jHolst Designs, where she creates glass and fiber arts and crafts, dedicating about a quarter of her time to this endeavor.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
American Elite Retirement
State Registrations2 states
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