Jesse Johnson is a registered investment advisor at Johnson Capital Management, LLC, based in Big Lake, MN, with 12 years of industry experience. Jesse 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, High Net Worth, and 4 more. Their firm serves 127 clients with $35M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Big Lake, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Johnson Capital Management, LLC
State Registrations1 state
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