AJ
AJ

Adam Johnson

3 Years of Experience
New York, NY

Adam Johnson is a registered investment advisor at Bullseye Investment Group, based in New York, NY, with 3 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 89 clients with $56M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
89 clients
Average Client Portfolio
$625K average
Assets Under Management
$55.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

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

Location

New York, NY

Get directions

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.

Learn about disclosures →
Other Business Activities

Adam is the author and founder of Bullseye Brief, an investment-related subscription-based website, since January 2015. He dedicates full-time hours to writing content and maintaining the website and subscriptions.

Employment History
Current Registrations
Bullseye Investment Group
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Kensington Investment Counsel
September 2023 - June 2025 · 1 yr 9 mos
Adviser Investments
November 2021 - March 2023 · 1 yr 4 mos
State Registrations2 states
NYTX
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.