Bill Johnson is a registered investment advisor at Private Client Services, LLC, based in Edmond, OK, with 28 years of industry experience. Bill 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
1008 South Bryant Avenue, Suite 250, Edmond, OK, 73034
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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.
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Bill is one of three managing partners and a one-third owner of Ferrell Johnson Properties, a holding company for commercial office space, dedicating about 10-20% of his time. He also works full-time at Transcendent Capital Group, an RIA, and spends a few hours per week as President of Johnson Wealth Management, a Sub S corporation used for revenue and salaries related to his investment services.
Employment History
Current Registrations
Private Client Services, LLCBroker
Transcendent Capital Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.