Marshal Johnson
Marshal Johnson is a CFP-designated registered investment advisor at Howard Bailey Securities, LLC, based in Fort Wayne, IN, with 19 years of industry experience. Marshal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,756 clients with $580M 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 $1.0M | 1.35% |
| $1M+ | 0.75% |
Fees may be billed monthly or quarterly, in advance or arrears. Accounts are typically billed by the third-party manager or sub-advisor.
Fee Estimator
Location
5916 Covington Rd, Fort Wayne, IN, 46804
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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 ActivitiesSells Insurance
Marshal owns MJ Financial, Inc., an insurance agency, and spends a few hours per week on it. He is also a licensed agent for Howard Bailey Financial, Inc. selling life insurance, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Howard Bailey Securities, LLC
Previous Registrations
Global Financial Private Capital, LLC
The Mutual Fund Store
Tmfs-Fort Wayne, LLC
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.
Exams
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