Arthur Johnson is a CFA-designated registered investment advisor at Mundoval Capital Management, INC., based in La Jolla, CA, with 5 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 67 clients with $92M 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 | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
7855 Ivanhoe Avenue Suite 210, La Jolla, CA, 92037
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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
Arthur is the Founder and Chief Investment Officer of Mundoval Fund since 2004. He is also the President of Henebery Spirits, Inc., a craft distillery, dedicating minimal time to this role.
Employment History
Current Registrations
Mundoval Capital Management, INC.
State Registrations2 states
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