Charles Johnson is a CFP-designated registered investment advisor at Southern Capital Advisors, LLC, based in Jackson, TN, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 817 clients with $640M 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 $500K | 2.00% |
| $500K - $1000K | 1.60% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.10% |
Fees may be negotiable. FP360 may also offer a flat rate fee schedule or discounted fees for certain strategies (e.g., cash management, option overlay strategies, etc.). Annual fees range from 0.05% to 2.00%.
Fee Estimator
Location
3801 North Highland Avenue, Jackson, TN, 38305
Get directionsHistory
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
Charles owns and operates several commercial and residential rental properties, a row crop and timber farm, and is a member of Swamp Oak, LLC, a timber row crop farm. He also works as an adjunct instructor teaching finance and accounting classes at Freed Hardeman University and is the owner and managing partner of Southern Capital Consulting, LLC, a tax and accounting firm, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Southern Capital Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations2 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.