Johanna Lobdell
Johanna Lobdell is a CFP-designated registered investment advisor at Fusco Financial Services INC, based in Wilton Manors, FL, with 30 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 133 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be offset by commissions previously paid. Fees may be negotiable.
Fee Estimator
Location
2402 NE 8th Ave., Wilton Manors, FL, 33305
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Johanna works as an insurance agent, dedicating minimal time to insurance sales. She also works as an advisor at Fusco Financial Services (nearly full-time), is a landlord, and volunteers with the Rotary Club and Rotary 1090 Foundation.
Employment History
Current Registrations
Fusco Financial Services INC
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Mutual Service CorporationBroker
State Registrations3 states
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