Brandon Johnson
Brandon Johnson is a registered investment advisor at Lexaurum Advisors, based in Guthrie, OK, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.
Fee Estimator
Location
Guthrie, OK
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2018Other Business ActivitiesSells Insurance
Brandon owns Integrative Risk Management, LLC, a general insurance business, dedicating a few hours per week. He is also a partner in Strengthening Oklahoma LLC, a consulting and marketing firm for college athletes, spending minimal time on this activity.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 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.
Exams
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- Kevin Craft, ChFC