Jessica Donovan is a CFP-designated registered investment advisor at Steelpeak Wealth, LLC, based in Arvada, CO, with 10 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 2,428 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual management fee ranges between 0.75% and 1.75% depending on the size and composition of your portfolio and the type of services rendered. Fees are negotiable.
Fee Estimator
Location
Arvada, CO
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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 →Other Business Activities
Jessica works full-time as an advisor at Signature Estate & Investment Advisors LLC. She also holds a California insurance license but is not an insurance producer, dedicating minimal time to this activity.
Employment History
Current Registrations
Steelpeak Wealth, LLC
Previous Registrations
Signature Estate Securities, LLCBroker
Osaic Wealth, INC.Broker
Seia
Signator Investors, 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.
Exams
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