Jessi Johnson is a registered investment advisor at Sun Valley Advisory, based in Scottsdale, AZ, with 2 years of industry experience. Jessi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 180 clients with $58M 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 | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fee is in addition to third-party money manager fees, which may range from 0.50% to 1.00%. Clients will not be charged more than 2.25% combined by Sun Valley Advisory and the third-party money manager. Fees are negotiable.
Fee Estimator
Location
17851 N 85th St, Suite 270, Scottsdale, AZ, 85255
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
Jessi works as an independent contractor for Sun Valley Wealth, selling fixed annuities and life insurance products since November 2023. This takes about half of Jessi's time.
Employment History
Current Registrations
Sun Valley Advisory
Previous Registrations
Encompass More Asset Management LLC
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.