Marshall Johnson is a registered investment advisor at Johnson, Marshall, Lee, based in Sarona, WI, with 14 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2 clients with $6K 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 | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Sarona, WI
Get directionsHistory
Regulatory History (1)
Criminal
November 1996Other Business Activities
Marshall works as a Mortgage Loan Originator with Bay Valley Mortgage Group, Inc. since 2019. This activity involves analyzing customer mortgage situations and originating mortgage products, taking about a quarter of Marshall's time.
Employment History
Current Registrations
Johnson, Marshall, Lee
Previous Registrations
Structured Wealth Management, INC.
State Registrations2 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.