Dennis Johnson
Dennis Johnson is a registered investment advisor at Insurance & Wealth Advisors, LLC., based in Coolidge, AZ, with 31 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $2M 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 | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable and determined on an individual client basis.
Fee Estimator
Location
Coolidge, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2001Criminal
July 1970Other Business ActivitiesSells Insurance
Dennis is an independent insurance agent enrolling eligible persons into health insurance products since 2018. This takes about full-time hours per week, but none during investment trading hours.
Employment History
Current Registrations
Insurance & Wealth Advisors, LLC.
Previous Registrations
Tree Line Capital, LLC
Tree Line Capital, LLC
Tree Line Capital, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
Foothill Securities, INC.Broker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
Fox & Company Investments INC.Broker
Joseph Charles & Assoc., INC.Broker
Quest Capital Strategies, 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.