Alfred Johnson is a CFA-designated registered investment advisor at Gulf Coast Investment Management, based in fort myers, FL, with 18 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $23M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
Schedule reflects equity and balanced accounts. Fixed income accounts have a separate schedule starting at 0.50% for the first $10 million and 0.30% for amounts over $10 million. Fees are negotiable in unique circumstances.
Fee Estimator
Location
fort myers, FL
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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 →Employment History
Current Registrations
Gulf Coast Investment Management
Previous Registrations
Gulf Coast Investment Management
State Registrations1 state
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