Jonathan Dootson is a registered investment advisor at Davinci Financial Designs, based in Columbia, SC, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 686 clients with $200M 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 $50K | 1.60% |
| $50K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated, but will not exceed 3%.
Fee Estimator
Location
5301 N. Trenholm Road, Suite A, Columbia, SC, 29206
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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
Jonathan has several outside business activities, including real estate rental, acting as assistant manager for Northeast Oral and Maxillofacial Surgery Center, and acting as POA for his mother's estate. He also provides administrative support to DaVinci Financial Designs LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Davinci Financial Designs
LPL Financial LLCBroker
State Registrations1 state
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