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Andrew Johnson

Momentum Independent Network INC.
25 Years of Experience
Santa Monica, CA
Broker
View SEC Summary
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Andrew Johnson is a registered investment advisor at Momentum Independent Network INC., based in Santa Monica, CA, with 25 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
129 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Santa Monica, CA

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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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Employment History
Current Registrations
Momentum Independent Network INC.
February 2005 - Present · 21 yrs 8 mos
Momentum Independent Network INC.Broker
December 2004 - Present · 21 yrs 10 mos
Previous Registrations
A. G. Edwards & Sons, INC.
May 2002 - December 2004 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
May 2002 - December 2004 · 2 yrs 7 mos
Prudential Securities Incorporated
January 2001 - May 2002 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
October 2000 - May 2002 · 1 yr 7 mos
State Registrations3 states
CANVSC
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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