Stephen Johnson is a registered investment advisor at Great Bay Wealth Management, based in Roswell, GA, with 39 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $18M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Investment management service fees are negotiable.
Fee Estimator
Location
3001 Village Green Drive, Roswell, GA, 30075
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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
Great Bay Wealth Management
Previous Registrations
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Great Bay Wealth Management
Ing Investments Distributor, LLCBroker
Ing Investment Management CO. LLC
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Mbsc Securities Corporation
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The Dreyfus Service CorporationBroker
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Eaton Vance Distributors, INC.Broker
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E. F. Hutton & Company INCBroker
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.