Rachael Johnson
Rachael Johnson is a CFP-designated registered investment advisor at Bernard & Johnson Family Wealth Management, based in Pasadena, CA, with 24 years of industry experience. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 89 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on the size and complexity of the client relationship, future asset levels and the overall scope of services. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
201 S. Lake Avenue, Suite 502, Pasadena, CA, 91101
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Rachael works as a fitness trainer at CrossFit Monrovia, dedicating about 10-20% of her time. She also serves as Secretary on the Huntington Oaks HOA Board, spending minimal time on this activity.
Employment History
Current Registrations
Bernard & Johnson Family Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Signator Investors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
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.