CJ
CJ

Christopher Johnson

11 Years of Experience
Birmingham, AL

Christopher Johnson is a registered investment advisor at Bretwood Capital Partners, LLC, based in Birmingham, AL, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $27M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$26.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Birmingham, AL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is a member of the Birmingham Airport Authority Board of Directors since 2017, dedicating about 10-20% of his time. The Authority manages the airport, makes policy decisions, hires executives, and enters into contracts.

Employment History
Current Registrations
Bretwood Capital Partners, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
June 2015 - August 2020 · 5 yrs 2 mos
Sterne, Agee & Leach, INC.Broker
November 2010 - June 2015 · 4 yrs 7 mos
State Registrations1 state
AL
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.
Christopher Johnson - Financial Advisor | TrueAdvisor