MJ
CFP
MJ
CFP

Mark Johnson

41 Years of Experience
Fountain Hills, AZ
Sells Insurance

Mark Johnson is a CFP-designated registered investment advisor at Fountain Financial Group, INC., based in Fountain Hills, AZ, with 41 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 70 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
70 clients
Average Client Portfolio
$549K average
Assets Under Management
$38.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.95%
$100K - $250K1.75%
$250K - $500K1.55%
$500K - $750K1.35%
$750K - $1000K1.15%
$1.0M - $1.5M1.00%
$1.5M - $2.0M0.95%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%

Annual fee may be negotiable. For clients participating in the FFG Directional Strategy, the fee is 2.5%.

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

16921 E Palisades Blvd, Fountain Hills, AZ, 85268

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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 ActivitiesSells Insurance

Mark is the president of Fountain Professional Group Inc., providing insurance, estate planning consultations, and tech assistance, dedicating about 10-20% of his time. He also markets tax and accounting services to other financial advisors through Yellowstone Trust Admin, spending minimal time on this. Finally, Mark is the president of ITS Marketing, though the corporation is no longer used.

Employment History
Current Registrations
Fountain Financial Group, INC.
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
Vision Capital & Management
July 2015 - December 2015 · 5 mos
Fsc Securities Corporation
March 1996 - March 2016 · 20 yrs
Fsc Securities CorporationBroker
March 1991 - March 2016 · 25 yrs
American Express Financial Advisors INC.Broker
January 1985 - January 1991 · 6 yrs
Ids Financial Services INC.Broker
January 1985 - December 1986 · 1 yr 11 mos
Associates Commercial Investments SecuritiesBroker
December 1983 - August 1984 · 8 mos
State Registrations3 states
AZMNTX
Advisor

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.
Mark Johnson - Financial Advisor | TrueAdvisor