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BJ
CFP
BJ
CFP

Brent Johnson

Mutual Advisors, LLC
27 Years of Experience
Camarillo, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brent Johnson is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Camarillo, CA, with 27 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1297 Flynn Rd., Ste. 280, Camarillo, CA, 93012

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Brent is an insurance agent selling various life insurance products, dedicating minimal time to this activity. He also manages the day-to-day financials of his parents' family trust and runs Vision Wealth Inc. full-time.

Employment History
Current Registrations
Mutual Advisors, LLC
June 2018 - Present · 8 yrs 4 mos
Mutual Securities, INC.Broker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLC
January 2002 - June 2018 · 16 yrs 5 mos
LPL Financial LLCBroker
January 2002 - June 2018 · 16 yrs 5 mos
American Express Financial Advisors INC.Broker
December 1998 - January 2002 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
December 1998 - January 2002 · 3 yrs 1 mo
State Registrations7 states
CACOMDNHORTNTX
AdvisorBrokerBoth

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.
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