Barbara Johnson
Barbara Johnson is a registered investment advisor at Johnson Private Wealth Management, LLC, based in Sarasota, FL, with 18 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 141 clients with $33M 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 $200K | 1.50% |
| $200K - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
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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
Barbara owns and manages Willow Point Farm Hunt Club, dedicating a few hours per week to bookkeeping, scheduling, and maintaining contracts. Barbara also owns a rental apartment building.
Employment History
Current Registrations
Johnson Private Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
State Registrations2 states
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