Gregory Johnson
Gregory Johnson is a registered investment advisor at Vision Financial Services, INC, based in Mesa, AZ, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 218 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Financial Services offers two types of investment management: actively managed and passively managed. The annual fee is negotiable and billed quarterly.
For accounts managed by a third-party manager, CreativeOne Wealth, VFS receives a portion of the management fee. The total annual fee is 1.55% for ETF portfolios and 1.75% for portfolios over $10,000,000.
Location
4140 E Baseline Rd, 201, Mesa, AZ, 85206
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Regulatory History (1)
Regulatory
December 2020Other Business ActivitiesSells Insurance
Gregory is involved with Vision Financial Design Group, LLC, providing insurance services. This activity, which is not investment-related, takes about a quarter of his time.
Employment History
Current Registrations
Vision Financial Services, INC
Previous Registrations
Vision Financial Services, INC
Vision Financial Services, INC
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.