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Derek Johnson

25 Years of Experience
Rockville, MD

Derek Johnson is a registered investment advisor at Ferguson-Johnson Wealth Management, INC., based in Rockville, MD, with 25 years of industry experience. Derek 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, Investment Management, Retirement Planning. Their firm serves 196 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
196 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$270.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable in some cases. Bundled investment advisory and financial planning services are typically only available to clients meeting a $500,000 minimum of assets managed by the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

51 Monroe St., Suite Pe 25, Rockville, MD, 20850

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ferguson-Johnson Wealth Management, INC.
September 2000 - Present · 25 yrs 8 mos
State Registrations3 states
MDTXVA
Advisor

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
No exam information available for this advisor.