Brandon Johnson is a CFA-designated registered investment advisor at Jfg Family Office, based in Conifer, CO, with 22 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $2.7B 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 $30.0M | Included |
| $30M+ | 0.35% |
JFG is paid a fixed fee of $250,000 until the client's assets under management reach $30,000,000. Thereafter, JFG's fee is 0.35% of assets under management that exceed $30,000,000. Fees are generally non-negotiable, although JFG reserves the right to negotiate the fees lower.
Fee Estimator
Location
Conifer, CO
Get directionsHistory
Regulatory History (2)
Criminal
August 1996Criminal
August 1993Other Business Activities
Brandon is the President of Johnson Financial Group LLC, a registered investment advisor, dedicating about a quarter of his time to managing the firm. He also serves as a Trustee for the University of Denver, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Jfg Family Office
Previous Registrations
Jfg Wealth Management, LLC
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.