Jolyn Whittaker is a registered investment advisor at Trek Financial, based in Spanish Fork, UT, with 7 years of industry experience. Jolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
Spanish Fork, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jolyn is the CFO/Treasurer for Discount Manufacturing & Distributing Inc. and Kids Village Workshop, spending a few hours per week at each. She also prepares business and individual tax returns as a sole proprietor, dedicating about 10-20% of her time during tax season.
Employment History
Current Registrations
Trek Financial
State Registrations1 state
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