Benjamin Johnson
Benjamin Johnson is a registered investment advisor at Private Client Services, LLC, based in Edina, MN, with 30 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
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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
Benjamin uses Benjamin M Johnson LLC to receive income from Tradition and pay his salary and benefits, dedicating nearly full-time hours. He is also associated with Tradition Wealth Management as a Registered Investment Advisor and Tradition Wealth Management Insurance Agency as an insurance agent, spending minimal time on the insurance agency.
Employment History
Current Registrations
Private Client Services, LLCBroker
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
New Era Financial Advisors, INC.
J.W. Cole Financial, INC.Broker
Financial Advisers of America, LLCBroker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations8 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.