Luke Johnson
Luke Johnson is a CFP-designated registered investment advisor at Boreal Advisors LLC, based in New Brighton, MN, with 17 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 82 clients with $57M 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 | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Fees may be negotiable. Boreal also offers passively managed account services for a fee of up to 0.50% per year.
Fee Estimator
Location
929 Old Highway 8 NW, Suite 500, New Brighton, MN, 55112
Get directionsHistory
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
Luke is an independent insurance agent in New Brighton, MN. This investment-related activity requires minimal time.
Employment History
Current Registrations
Boreal Advisors LLC
Previous Registrations
Ballast Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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.