Mark Johnson
Mark Johnson is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Kailua-Kona, HI, with 23 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B 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 | 3.00% |
Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.
Fee Estimator
Location
Kailua-Kona, HI
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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
Mark is a registered investment advisor doing business as Western Wealth Management, LLC. He spends about half of his time providing investment advisory services through this firm, which is independent of LPL Financial.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations7 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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