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Marcus Johnson

Wilson Wealth Management Group, L. L. C.
12 Years of Experience
Nashville, TN
Sells Insurance
View SEC Summary
View SEC Summary

Marcus Johnson is a registered investment advisor at Wilson Wealth Management Group, L. L. C., based in Nashville, TN, with 12 years of industry experience. Marcus 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, Financial Planning & Coaching, and 6 more. Their firm serves 487 clients with $51M in assets under management.

Wilson Wealth Management Group, L. L. C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
487 clients
Average Client Portfolio
$104K average
Assets Under Management
$50.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and can be up to 2.00% annually. There are no breakpoints based on asset levels.

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

Location

810 Dominican Dr, Ste 104, Nashville, TN, 37228

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marcus is a saxophonist since 2011, dedicating about 10-20% of his time. He is also an insurance agent since 2016, selling life, accident, and health insurance, which takes a full-time commitment during trading hours. Marcus also operates under the name Johnson Capital LLC since 2018.

Employment History
Current Registrations
Wilson Wealth Management Group, L. L. C.
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
May 2016 - August 2019 · 3 yrs 3 mos
Mutual of Omaha Investor Services, INC.Broker
April 2016 - August 2019 · 3 yrs 4 mos
Edward Jones
November 2013 - March 2016 · 2 yrs 4 mos
Edward JonesBroker
September 2013 - March 2016 · 2 yrs 6 mos
AXA Advisors, LLCBroker
September 2012 - September 2013 · 1 yr
State Registrations2 states
NCTN
Advisor

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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