MJ
CFP
MJ
CFP

Matt Johns

12 Years of Experience
Woods Cross, UT
Sells Insurance

Matt Johns is a CFP-designated registered investment advisor at Black Bridge Advisors, LLC, based in Woods Cross, UT, with 12 years of industry experience. Matt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 31 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$590K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5M+0.75%

This is a blended fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2262 S 1200 W Ste 102, Woods Cross, UT, 84087

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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

Matt owns Dance Impression and MMKC LLC, dedicating minimal time to each. He is also a managing member and advisor for Black Bridge Partners, LLC, and a managing member of Black Bridge Family Office, LLC, as well as an independent insurance agent, spending a few hours per week on each of these activities.

Employment History
Current Registrations
Black Bridge Advisors, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Capita Financial Network, LLC
February 2019 - November 2022 · 3 yrs 9 mos
Goldman Sachs & CO. LLCBroker
September 2018 - March 2019 · 6 mos
Strategic Advisers, INC.
June 2011 - September 2017 · 6 yrs 3 mos
Fidelity Brokerage Services LLCBroker
October 2010 - September 2017 · 6 yrs 11 mos
State Registrations1 state
UT
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.
Matt Johns - Financial Advisor | TrueAdvisor