Daniel Johnson
Daniel Johnson is a registered investment advisor at Emerson James Advisors LLC, based in Crofton, MD, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 18 clients with $7.7M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Crofton, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Daniel is a sole proprietor engaged in insurance sales since 2020, advising clients on life, health, disability, LTC, and fixed annuity products. This activity takes about 10-20% of Daniel's time.
Employment History
Current Registrations
Emerson James Advisors LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
MML Investors Services, LLCBroker
State Registrations1 state
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.