Philip Johanson is a registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 35 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 841 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees range from 1.00% to 1.50% based on the scope and complexity of services, asset level, and overall relationship. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
500 Mamaroneck Avenue, Suite 501, Harrison, NY, 10528
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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 →Other Business Activities
Philip works as a swim instructor and does camp maintenance for Badger Swim Club. This takes a few hours per week, primarily on weekends and outside of securities trading hours.
Employment History
Current Registrations
Next Level Private LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
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.
Exams
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