Elaine-Anna Gavlinski
Elaine-Anna Gavlinski is a registered investment advisor at Capital Analysts, based in Jacksonville, FL, with 3 years of industry experience. Elaine-Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
7077 Bonneval Rd, Suite 103, Jacksonville, FL, 32216
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Regulatory History (1)
Financial
December 2018Other Business ActivitiesSells Insurance
Elaine-Anna works as a bookkeeper for Mansswork Lawn & Landscaping and assists advisors at Capital Analysts of Jacksonville. She also enrolls clients in Medicare and advises clients on life and disability insurance, dedicating a few hours per week to each of these roles.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations10 states
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.