Lance Johnson is a registered investment advisor at Roi Financial, based in Beaverton, OR, with 16 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 268 clients with $220M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $8.5M | 0.75% |
| $8.5M+ | 0.65% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
14675 SW Millikan Way, Beaverton, OR, 97003
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2010Customer Dispute
August 2004Other Business Activities
Lance has several business activities, including partial ownership in ROI Tax LLC (tax services) and ROI Marketing & Creative Design LLC (marketing services), and sole ownership of LMJ Enterprises LLC (holding company), Bear River Investment Group LLC (rental property), and ROI Real Estate LLC (real estate services). He also manages JRL Enterprises LLC (RV ownership), where he is a managing partner but not an owner, and spends about 10-20% of his time on real estate related business and administration.
Employment History
Current Registrations
Roi Financial
Previous Registrations
Ameriprise Financial Services, INC.
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.