Lynn Johnson is a registered investment advisor at 4th River Financial Group, INC., based in Wexford, PA, with 16 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 301 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
7500 Brooktree Rd, Suite 100, Wexford, PA, 15090
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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
Lynn is the President and Chairman of the Board of a non-profit organization focused on teen safe driving since 2013. She dedicates a few hours per week to overseeing the organization's operations.
Employment History
Current Registrations
4th River Financial Group, INC.
State Registrations1 state
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