CJ
CFP
CJ
CFP

Christian Johnson

27 Years of Experience
Denver, CO

Christian Johnson is a CFP-designated registered investment advisor at Capital Investment Counsel, LLC, based in Denver, CO, with 27 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 400 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
400 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5M+0.75%

Fees negotiable for accounts above $5,000,000.

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

600 N Grant Street, Suite 450, Denver, CO, 80203

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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

Christian owns FOBO LLC, a holding vehicle, since 2018. He dedicates minimal time to the general management of the organization, which is not primarily investment-related.

Employment History
Current Registrations
Capital Investment Counsel, LLC
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Goldman Sachs Personal Financial Management
January 2015 - August 2023 · 8 yrs 7 mos
Capital Investment Counsel INC
January 1999 - January 2015 · 16 yrs
Capital Investment Counsel INC
January 1999 - December 2002 · 3 yrs 11 mos
State Registrations2 states
COTX
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.