Marcus Johnson is a CFP-designated registered investment advisor at Edward Jones, based in Sandy, UT, with 28 years of industry experience. Marcus is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
9815 S Monroe St Suite 201, Sandy, UT, 84070-4296
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Marcus is an equity member of Willow Creek Country Club, assists with project management for Midwest Housing Solutions LLC, and has real estate investment holdings with Masie 23 LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations34 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.
Exams
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