Carol Johnson is a CFP-designated registered investment advisor at Oak Springs Wealth Management, LLC, based in Knoxville, TN, with 16 years of industry experience. Carol 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 82 clients with $52M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for balances over $10 million.
Fee Estimator
Location
Knoxville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carol is a part owner and CFO of Z Media Ventures, LLC, a media/production company, since January 2017. She spends about 10-20% of her time overseeing financial management and employee services.
Employment History
Current Registrations
Oak Springs Wealth Management, LLC
Previous Registrations
Bpv Capital Management, LLC
State Registrations1 state
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