Daniel Johnson
Daniel Johnson is a CFP-designated registered investment advisor at Birchcreek Wealth Management, LLC, based in Miami Township, OH, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 198 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Birchcreek Wealth charges a percentage of your portfolio each month, calculated based on the value of your investments at the end of the previous month. The annual fee ranges from 0.25% to 1.50%, depending on the complexity of the services, the amount of assets managed, and the overall relationship with Birchcreek Wealth. Financial planning services may be included at Birchcreek Wealth's discretion.
Contact
Daniel Johnson
Location
2955 Exchange Place Blvd., Suite 103, Miami Township, OH, 45342
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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
Daniel serves as an advisory board member for Habitat for Humanity of Greater Dayton, dedicating minimal time. He is also an officer in Rook Point Properties LLC, a family-related business focused on residential rental real estate, spending a few hours per week.
Employment History
Current Registrations
Birchcreek Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, 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.