Kurtis Johnson is a CFP-designated registered investment advisor at Apella Wealth, based in Harrisonburg, VA, with 20 years of industry experience. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
558 South Main Street, Harrisonburg, VA, 22801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurtis serves as the treasurer for All Saints Anglican Church, balancing bank accounts and making quarterly reports. This volunteer position requires a few hours per week.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Pbmares Wealth Management LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Fifth Third Securities, INC.Broker
State Registrations2 states
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