CJ
CJ

Craig Johnston

21 Years of Experience
Englewood, CO
1 DisclosureSells Insurance

Craig Johnston is a registered investment advisor at Fiduciary Counsel, INC., based in Englewood, CO, with 21 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 24 clients with $5.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$229K average
Assets Under Management
$5.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13000 East Control Tower Rd, Box J1, Englewood, CO, 80112

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
November 2009
Other Business ActivitiesSells Insurance

Craig is an independent representative with various insurance carriers for fixed life business through Colorado Brokerage Group LLC, dedicating minimal time to this activity. He also performs various roles in servicing ATMs owned by Fiduciary Counsel, Inc., dedicating minimal time to this activity.

Employment History
Current Registrations
Fiduciary Counsel, INC.
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Sturniolo Joseph S & Associates INC
December 2008 - January 2010 · 1 yr 1 mo
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Craig Johnston - Financial Advisor | TrueAdvisor