MJ
MJ

Michael Johnson

24 Years of Experience
San Rafael, CA
Sells Insurance

Michael Johnson is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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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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Other Business ActivitiesSells Insurance

Michael operates under a DBA for his LPL business and is associated with Johnson & Dugan Insurance Services Corporation, focusing on non-variable insurance, taking about half of his time. He is also affiliated with Global Retirement Partners as a registered investment advisor hybrid, dedicating about 10-20% of his time.

Employment History
Current Registrations
Global Retirement Partners LLC
September 2014 - Present · 11 yrs 10 mos
Previous Registrations
Financial Telesis, INC.
December 2005 - November 2014 · 8 yrs 11 mos
Securian Financial Services, INC.
October 2001 - December 2005 · 4 yrs 2 mos
State Registrations3 states
CANCNJ
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.
Michael Johnson - Financial Advisor | TrueAdvisor