DJ
DJ

Dara Johnson

24 Years of Experience
Old Greenwich, CT

Dara Johnson is a registered investment advisor at Hampshire Family Office, based in Old Greenwich, CT, with 24 years of industry experience. Dara 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, High Net Worth, and 2 more. Their firm serves 78 clients with $880M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
78 clients
Average Client Portfolio
$11.3M average
Assets Under Management
$883.9M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual management fee for Investment Management Services ranges up to 1.0% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Old Greenwich, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dara is the treasurer and founder of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT, since 2017. This activity requires minimal time.

Employment History
Current Registrations
Hampshire Family Office
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fieldpoint Private Securities LLC
May 2011 - December 2022 · 11 yrs 7 mos
Fieldpoint Private Securities, LLCBroker
May 2011 - December 2022 · 11 yrs 7 mos
Goldman, Sachs & CO.Broker
September 2005 - May 2008 · 2 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 1999 - August 2005 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - August 2005 · 7 yrs 5 mos
State Registrations2 states
CTNH
Advisor

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.

Exams
No exam information available for this advisor.