Gregory Alan Johnston
GJ
CFA
Gregory Alan Johnston
GJ
CFA

Gregory Johnston

28 Years of Experience
Peoria, IL

Gregory Johnston is a CFA-designated registered investment advisor at Johnston Investment Counsel, LTD., based in Peoria, IL, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 90 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
90 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$125.0M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $3.0M0.70%
$3.0M - $5.0M0.50%
$5M+0.30%

Rates reflect Comprehensive Wealth Management and Comprehensive Portfolio Management programs. Enhanced Cash Management has a separate schedule starting at 0.60%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Gregory Alan Johnston
GJ
Gregory Johnston

Location

331 Fulton, Suite 429, Peoria, IL, 61602

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Johnston Investment Counsel, LTD.
March 1998 - Present · 28 yrs 7 mos
State Registrations1 state
IL
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.
Additional Information

Greg Johnston has been President & Chief Investment Officer of Johnston Investment Counsel since 1997.  Prior to that Greg, worked at Stratford Advisory Group and Mercer Investment Consulting.  He has over 20 years in the investment management and financial planning field.

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