Tara Johnson
Tara Johnson is a registered investment advisor at Charles Schwab & CO., INC., based in Columbus, OH, with 25 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
277 W. Nationwide Blvd., Columbus, OH, 43215-9737
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2008Customer Dispute
April 2008Customer Dispute
September 2002Other Business Activities
Tara is a director for the Upper Arlington Civic Association, a nonprofit charitable organization, since 2025. This is a purely voluntary, unpaid position and takes about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.