TrueAdvisor
TrueAdvisor
EJ
EJ

Earl Johnson

Lexus Wealth Management
25 Years of Experience
Omaha, NE
3 Disclosures
View SEC Summary
View SEC Summary

Earl Johnson is a registered investment advisor at Lexus Wealth Management, based in Omaha, NE, with 25 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 284 clients with $42M in assets under management.

Lexus Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
284 clients
Average Client Portfolio
$149K average
Assets Under Management
$42.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

Fees are billed monthly in arrears based on the average daily balance.

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

Location

11422 Miracle Hills Dr. Suite 408, Omaha, NE, 68154

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2014
Final
Regulatory
January 2014
Final
Customer Dispute
September 2013
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lexus Wealth Management
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Evergreen Capital Management INC
January 2012 - June 2023 · 11 yrs 5 mos
Waddell & Reed, INC.
January 2001 - December 2011 · 10 yrs 11 mos
Waddell & Reed, INC.Broker
November 2000 - December 2011 · 11 yrs 1 mo
State Registrations4 states
GAILNETX
Advisor

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.
More Advisors
More financial advisors in Omaha, NE →All financial advisors in Nebraska →