Jolene Johnson is a registered investment advisor at Kcpag Financial Advisors LLC, based in Marion, IL, with 27 years of industry experience. Jolene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 425 clients with $19M 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 | 1.00% |
| $250K - $750K | 0.90% |
| $750K - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable based on client type, complexity, potential for additional deposits, relationship with the advisor, and total assets under management.
Fee Estimator
Location
3401 Professional Park Drive, Marion, IL, 62959
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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 →Employment History
Current Registrations
Kcpag Financial Advisors LLC
Previous Registrations
Securities America, INC.Broker
1st Global Capital CORP.Broker
Jefferson Pilot Securities CorporationBroker
Park Avenue Securities LLCBroker
National Planning CorporationBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations4 states
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