David Johnson is a CFA-designated registered investment advisor at Zhp Capital LLC, based in Inverness, IL, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 62 clients with $32M 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 $5.0M | 0.50% |
| $5M+ | 0.38% |
Fees are negotiable.
Fee Estimator
Location
Inverness, IL
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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.
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David is a part-time adjunct faculty member at the University of Phoenix Chicagoland Campus, teaching economics and finance courses. This takes a few hours per week, mostly outside of trading hours.
Employment History
Current Registrations
Zhp Capital LLC
State Registrations1 state
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