Reginald Johnson
Reginald Johnson is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Tacoma, WA, with 26 years of industry experience. Reginald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
2405 N. Pearl Street, Suite 10, Tacoma, WA, 98406
Get directionsHistory
Regulatory History (1)
Criminal
July 1987Other Business ActivitiesSells Insurance
Reginald is the treasurer of the Geno Morgan Foundation and chairman of the Elizabeth Wesley Youth Merit Incentive Award committee, dedicating minimal time to each. He also owns Reginald Johnson's Insurance Agency as an agent for State Farm, taking about half of his time to service customers and supervise employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
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.