BJ
CFA
BJ
CFA

Brett Johnson

12 Years of Experience
Edina, MN

Brett Johnson is a CFA-designated registered investment advisor at First Light Asset Management, LLC, based in Edina, MN, with 12 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,077 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1,077 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.75%
$5M+1.50%

First Light's fee schedule is negotiable in its sole discretion based upon certain criteria.

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

3300 Edinborough Way, Suite 201, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brett owns rental property managed by a property management company and has a minority investment in Hailscale, LLC, an online platform for homeowners. He spends minimal time on each endeavor, with oversight responsibilities for both.

Employment History
Current Registrations
First Light Asset Management, LLC
February 2014 - Present · 12 yrs 3 mos
State Registrations3 states
CAMNTX
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.