Keith Johnson is a registered investment advisor at Inman Financial Services, INC., based in Portland, OR, with 11 years of industry experience. Keith 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 237 clients with $200M 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 | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $2.5M | 0.50% |
| $2.5M - $3.0M | 0.40% |
| $3M+ | 0.30% |
Multiple client accounts are aggregated for fee calculation. Fees are negotiable.
Fee Estimator
Location
12703 SW 67th Avenue, Portland, OR, 97223
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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 →Employment History
Current Registrations
Inman Financial Services, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities Service Network, INC.Broker
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.