Jocelyn Servignat is a registered investment advisor at Naviquant, based in Vancouver, WA, with 23 years of industry experience. Jocelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 190 clients with $170M 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 - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management. Legacy clients may have different fee schedules.
Fee Estimator
Location
Vancouver, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Jocelyn owns and manages a real estate rental property since 2022. This activity requires minimal time.
Employment History
Current Registrations
Naviquant
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
LPL Financial LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Woodbury Financial Services, INC.Broker
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.