Elizabeth Johnson
Elizabeth Johnson is a CFP-designated registered investment advisor at Flagship Private Wealth, based in Woburn, MA, with 30 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 601 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Portfolio management fees may vary depending on complexity.
Fee Estimator
Location
400 Trade Center - Suite 4990, Woburn, MA, 01801
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
Elizabeth operates Flagship Private Wealth, LLC as a DBA for her LPL business, dedicating about 10% of her time. She also provides investment advisory services through Flagship Private Wealth, LLC, spending over half of her time on this activity. Finally, Elizabeth is involved with non-variable insurance through Flagship Private Wealth, LLC, spending minimal time on it.
Employment History
Current Registrations
Flagship Private Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.