Daniel Johnson is a CFP-designated registered investment advisor at Forward Thinking Wealth Management, based in Copley, OH, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 37 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forward Thinking Wealth Management's standard advisory fee is an annual fixed fee based on the value of your portfolio, ranging from $10,000 to $30,000. This fee is negotiable based on factors such as the number of accounts, time spent working with the client, and the amount of assets managed. The fee is collected monthly.
When FTWM uses the services of an Outside Manager, the advisory fee does not include the Outside Manager's advisory fee. SEI's fees range between 0.20% to 1.25% and Brookstone Fees range from 0.20% to 0.40%.
Contact
Daniel Johnson
Location
Copley, OH
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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 →Employment History
Current Registrations
Forward Thinking Wealth Management
Previous Registrations
Ssn Advisory, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
Additional Information
Flat-Fee Financial & Tax Planning for High-Stress Physicians