Roger Johnson is a CFP-designated registered investment advisor at Act Advisors, based in Asheville, NC, with 23 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 409 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACT Advisors charges an annual investment management fee based on a percentage of the assets they manage. This fee is negotiable and paid quarterly in advance. If you also engage ACT Advisors for financial planning and/or consulting services, they will generally charge an additional $500 monthly in advance for a minimum of 24 months, which is also negotiable. For the passive strategy, clients are charged an additional 0.2% annual fee, but the combined annual fee will not exceed 2%.
Location
521 College Street, Asheville, NC, 28801
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Roger is involved in real estate rental activities since May 2021. This requires minimal time.
Employment History
Current Registrations
Act Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
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.