Roger Johnson is a CFP-designated registered investment advisor at Act Advisors, based in Mt. Pleasant, SC, 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 2 more. Their firm serves 428 clients with $500M 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 | 2.00% |
Maximum annual fee is 2.0% of assets under management. Passive strategy asset management includes an additional 0.2% annual fee, subject to the overall 2.0% maximum. Fees are negotiable.
Fee Estimator
Location
1156 Bowman Rd, Suite 200, Mt. Pleasant, SC, 29464
Get directionsHistory
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.
Exams
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