EJ
EJ

Erik Johnson

15 Years of Experience
Arnold, MD
1 Disclosure

Erik Johnson is a registered investment advisor at Outcome Driven Strategies, LLC, based in Arnold, MD, with 15 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 14 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
14 clients
Average Client Portfolio
$16.8M average
Assets Under Management
$235.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Outcome Driven Strategies (ODS) provides investment advice to other registered investment advisors, not directly to individual investors. Fees are negotiable and vary on a case-by-case basis.

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Location

1061 Baltimore Annapolis Boulevard, Arnold, MD, 21012

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History

Regulatory History (1)
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Customer Dispute
January 1998
Settled
Other Business Activities

Erik is a principal at Private Fund Advisors since 1997. He dedicates minimal time to this role, including during securities trading hours.

Employment History
Current Registrations
Outcome Driven Strategies, LLC
February 2021 - Present · 5 yrs 3 mos
Cornerstone Advisory
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Private Fund Advisors, INC.
February 2013 - April 2017 · 4 yrs 2 mos
State Registrations2 states
MDTX
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.