Eric Johnson
Eric Johnson is a registered investment advisor at Seattle Wealth Management LLC, based in Seattle, WA, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 100 clients with $130M 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 | 1.00% |
Fees charged vary between 0.8 and 1% of assets under management. Fees may be negotiable.
Fee Estimator
Location
8301-A 5th Avenue Ne, Seattle, WA, 98115
Get directionsHistory
Regulatory History (1)
Regulatory
May 2003Other Business Activities
Eric is a partial owner and investment advisor at Seattle Wealth Management, LLC, dedicating full-time hours to this role. He also co-trustees the SWM 401(k) plan, spends minimal time as a partial owner of a real estate holding company, acts as a business advisor for Zeolite Composites, LLC, and co-owns 4zeomethane, LLC, dedicating a few hours per week to each of the latter activities.
Employment History
Current Registrations
Seattle Wealth Management LLC
Previous Registrations
American Institutional Assets, LLC
American Institutional Assets, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wamu Investments, INC.Broker
Wamu Investments, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors, INC.
State Registrations1 state
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.