Heather Johnson
Heather Johnson is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in Chicago, IL, with 28 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B 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 | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
181 West Madison Street, 36th Floor, Chicago, IL, 60602
Get directionsHistory
Regulatory History (2)
Financial
July 2019Financial
May 2016Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Previous Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Proequities, INC.Broker
Global Portfolio Strategies, INC.
Prudential Investment Management Services LLCBroker
Edward Jones
Edward JonesBroker
Mesirow Financial, INC.Broker
First Albany CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations1 state
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.