Craig Johnsen
Craig Johnsen is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Gig Harbor, WA, with 12 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 622 clients with $470M 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 | 2.20% |
Maximum total portfolio management fee is 2.2% per year. Specific fees are stipulated in your client agreement and all fees are negotiable. Certain in-house strategies carry additional fees (e.g., 0.2% for large-cap overlays, 0.1% for exchange-traded fund strategies). Clients also pay administrative fees of up to 0.10% and technology fees of up to 0.15% per annum.
Fee Estimator
Location
7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2013Customer Dispute
March 2013Customer Dispute
September 2012Customer Dispute
May 2011Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Private Advisory Group LLC
Strategic Capital Group L.L.C.
State Registrations3 states
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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