Matthew Johnson is a registered investment advisor at Future Bright, based in Chandler, AZ, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 401 clients with $120M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule is for clients who signed up on or after February 1, 2022. Clients who signed up prior to that date have a different fee schedule: $0 - $500,000: 1.00%, $500,001 – $3,000,000: .80%, $3,000,001 and Over: .60%. The annual fee is negotiable.
Fee Estimator
Location
Chandler, AZ
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is involved in numerous professional service and real estate businesses as an owner, partner, board member, or in an oversight/leadership role. These activities take up a significant amount of Matthew's time, including about a quarter of his time dedicated to Lakes Management, CO.
Employment History
Current Registrations
Future Bright
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
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.