William Johnson is a registered investment advisor at I.M.S. Wealth Management, LLC, based in Erie, PA, with 43 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 60 clients with $38M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
359 West 26th Street, Erie, PA, 16508
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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
William is a real estate consultant through William Eric Johnson Consultants since 2020. He dedicates minimal time to this activity.
Employment History
Current Registrations
I.M.S. Wealth Management, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
1st Discount Brokerage, INC.Broker
Acument Securities, INC.Broker
Prescott, Ball & Turben, INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.