Kelly Johnson
Kelly Johnson is a registered investment advisor at Split Rock Private Trading and Wealth Management LLC, based in Cloquet, MN, with 12 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 998 clients with $360M 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 $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
105 Arch St, Cloquet, MN, 55720
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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
Kelly is a commissioner for the Cloquet Planning & Zoning Commission and is involved with the Cloquet Memorial Hospital, dedicating minimal time to each. Kelly also serves on the board of directors for the Cloquet Community Memorial Hospital, attending monthly meetings and reviewing budgets and financials.
Employment History
Current Registrations
Split Rock Private Trading and Wealth Management LLC
State Registrations1 state
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