Branch Johnson is a CFP-designated registered investment advisor at Vault Financial, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Branch operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 35 clients with $31M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Branch is the owner and president of Vault Financial, LLC since 2008. This is an investment-related activity and takes up Branch's full-time attention during market hours.
Employment History
Current Registrations
Vault Financial, LLC
Previous Registrations
Your Source Financial
State Registrations1 state
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