Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doris? Claim Your ProfileDoris Drayton is an investment advisor representative associated with Captrust. Doris has been in the financial services industry for over 20 years. Doris is a Certified Financial Planner and is registered as an investment advisor representative in Michigan. Doris’s specializations include retirement planning, college savings, estate planning, insurance, and investment management. Doris has experience working with individuals, families, and businesses. Doris works with clients to develop a personalized financial plan and help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
08/25/2020 - Present
Captrust (Grand Rapids MI)
Active
Inactive
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