Jennifer Ann Davis

CFP

Skyoak Capital, INC.

31 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Skyoak Capital, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

264 clients

Average Client Portfolio

$744K average

Assets Under Management

$196.3M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.5M	1.00%
$2.5M - $10.0M	0.80%
$10M+	0.65%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,400

Location

6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV, 89119

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jennifer is the owner of SkyOak Asset Protection Group LLC, where she works as an independent insurance agent selling fixed and life insurance. This activity takes about 10-20% of her time.