Matthew Johnson is a CFA, CFP-designated registered investment advisor at Corient, based in Salt Lake City, UT, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
36 South State Street, Suite 1125, Salt Lake City, UT, 84111
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Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Matthew is a passive minority owner of Bonneville Subway/Foods franchises since 2018, requiring minimal time. He also owns rental property in Costa Rica since 2023, also requiring minimal time.
Employment History
Current Registrations
Corient
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Zions Direct, INC.Broker
Zions Capital Advisors, INC.
Guardian Capital Management, LLC
First Financial Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.