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Eric Johnson

Truist Advisory Services, INC.
17 Years of Experience
Austin, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Eric Johnson is a registered investment advisor at Truist Advisory Services, INC., based in Austin, TX, with 17 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2110 Boca Raton Dr, Ste 140, Austin, TX, 78747

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLCBroker
February 2018 - February 2021 · 3 yrs
Bb&t Securities, LLC
February 2018 - February 2021 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - January 2018 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - January 2018 · 2 yrs 1 mo
Cuso Financial Services, L.P.
October 2014 - December 2015 · 1 yr 2 mos
Cuso Financial Services, L.P.Broker
October 2014 - December 2015 · 1 yr 2 mos
J.P. Morgan Securities LLC
December 2013 - October 2014 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - October 2014 · 2 yrs
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
Ing Financial Partners, INC.Broker
August 2008 - December 2010 · 2 yrs 4 mos
Nylife Securities LLCBroker
April 2008 - June 2008 · 2 mos
State Registrations25 states
AZCACODEFLILKSLAMDMIMNMOMSMTNCNJNYPASCTNTXVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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