RJ
RJ

Rodney Johnston

16 Years of Experience
Pleasant Grove, UT
Sells Insurance

Rodney Johnston is a registered investment advisor at Global View Capital Management LLC, based in Pleasant Grove, UT, with 16 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.

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

233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT, 84062

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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

Rodney is an accounts receivable processor for Audio Systems Group, taking about half of his time, and also engages in several insurance-related activities. These include marketing insurance and advisory services for Global View Capital Advisors and selling fixed insurance products, life, long-term care, and disability insurance through Global View Capital Insurance Services, as well as selling insurance products to senior citizens through Robar Solutions, and selling life products including fixed and indexed annuities for Experior Financial Group, Inc.

Employment History
Current Registrations
Global View Capital Management LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
The Strategic Financial Alliance
March 2011 - December 2013 · 2 yrs 9 mos
Investment Advisors International, INC.
February 2009 - December 2010 · 1 yr 10 mos
State Registrations2 states
TXUT
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.