BJ
BJ
Brian Johnson
23 Years of Experience
Solana Beach, CA
1 Disclosure
Brian Johnson is a registered investment advisor at Dlk Investment Management, based in Solana Beach, CA, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 470 clients with $440M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
470 clients
Average Client Portfolio
$926K average
Assets Under Management
$435.0M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $6.0M | 1.00% |
| $6M+ | 0.85% |
Fees are negotiable. Lower fees have been paid under former pricing schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
238 North Cedros Ave, Suite 200, Solana Beach, CA, 92075
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2013Final
Employment History
Current Registrations
Dlk Investment Management
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Anchor Bay Capital, INC.
March 2011 - April 2012 · 1 yr 1 mo
Anchor Bay Capital Management, LLC
December 2002 - February 2003 · 2 mos
Anchor Bay Securities, LLCBroker
May 2002 - April 2012 · 9 yrs 11 mos
State Registrations2 states
CATX
Advisor
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Exams
No exam information available for this advisor.