GJ
GJ

Gary Johnson

44 Years of Experience
Fargo, ND
Broker

Gary Johnson is a registered investment advisor at Colliers Securities LLC, based in Fargo, ND, with 44 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 816 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
816 clients
Average Client Portfolio
$404K average
Assets Under Management
$329.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K+1.50%

Fees are negotiable. Envestnet and Dana wrap programs include separate program fees and third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3170 43rd Street S, Suite 105, Fargo, ND, 58104-8908

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gary has passive involvement in Isagenix, a health and wellness business, since 2019. He devotes no time to this non-investment related activity.

Employment History
Current Registrations
Colliers Securities LLC
November 2009 - Present · 16 yrs 11 mos
Colliers Securities LLCBroker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - November 2009 · 1 yr 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
February 2000 - January 2008 · 7 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
May 1989 - January 2008 · 18 yrs 8 mos
Edward D. Jones & CO., L.P.Broker
May 1982 - May 1989 · 7 yrs
State Registrations24 states
ARAZCACOCTFLGAIAIDMAMIMNMOMTNDNENMNYOHPASDTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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