Aaron Johnson
Aaron Johnson is a registered investment advisor at Bridger Financial Services, LLC, based in Temecula, CA, with 21 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 182 clients with $40M 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 | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees are negotiable based on various criteria. Total fees charged to clients by the firm and third-party manager will not exceed 3% annually.
Fee Estimator
Location
27420 Jefferson Ave, Suite 104A, Temecula, CA, 92590
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 ActivitiesSells Insurance
Aaron works as a financial advisor for Duane Johnson Group, LLC, focusing on insurance and annuity sales. This activity takes about half of his time.
Employment History
Current Registrations
Bridger Financial Services, LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bi Investments, LLCBroker
Bi Investments, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.