Jolynn Davis is a registered investment advisor at Captrust, based in Monticello, MN, with 20 years of industry experience. Jolynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
Monticello, MN
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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
Captrust
Capfinancial Securities, LLC.
Capfinancial Securities, LLC.Broker
Previous Registrations
Empower Financial Services, INC.Broker
MML Distributors, LLCBroker
MML Investors Services, LLCBroker
National Planning CorporationBroker
Alerus Investment Advisors Corporation
National Planning CorporationBroker
Stanton Investment Services, INC.Broker
State Registrations1 state
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