Agatha Johnson is a CFP-designated registered investment advisor at Willkate Wealth Management, LLC, based in Aberdeen, SD, with 23 years of industry experience. Agatha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 81 clients with $44M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Access to this AUM schedule requires subscription to either the Financial Planning or Wealth Planning Services. Family Enterprise client pricing and bundled financial planning and investment management services are subject to different schedules.
Fee Estimator
Contact
Agatha Johnson
Location
405 8th Ave Nw, Suite 302, Aberdeen, SD, 57401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Agatha is a general partner in Kappenman Limited Partnership, a farming partnership, dedicating about 5% of her time. She also owns Generations to Generations, a family and closely held business transition consulting firm, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Willkate Wealth Management, LLC
Previous Registrations
Eide Bailly Advisors, LLC
State Registrations2 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.
Exams
Additional Information
Agatha Johnson's additional certifications are: Certified Private Wealth Advisor and Certified Executive Coach.