Mark Johnson
Mark Johnson is a registered investment advisor at Trek Financial, based in Boise, ID, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B 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 | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
6200 N Meeker Place, Ste 200, Boise, ID, 83713
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2007Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Mark is involved in various outside insurance brokerage activities, including health and disability insurance. He also holds positions with the Safari Club Treasure Valley Chapter and the Ore-Ida Council of Boy Scouts of America.
Employment History
Current Registrations
Trek Financial
Previous Registrations
World Equity Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities Corporation
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
State Registrations1 state
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.