Vera Johnson
Vera Johnson is a CFP, ChFC-designated registered investment advisor at Fifth Third Securities, INC., based in Monroe, MI, with 25 years of industry experience. Vera operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
453 South Monroe Street, Monroe, MI, 48161
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Regulatory History (1)
Criminal
September 2023Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.