Jared Johnson
Jared Johnson is a registered investment advisor at Genuine Wealth Advisors, LLC, based in Indianapolis, IN, with 14 years of industry experience. Jared 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, Investment Management, and 2 more. Their firm serves 45 clients with $76M 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 | 1.05% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5M+ | 0.35% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
10475 Crosspoint Blvd., Suite 250, Indianapolis, IN, 46256
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
Jared is a sole proprietor and insurance agent, though he is not actively selling insurance. He also works as a Sales Specialist at Cisco Systems, dedicating about a quarter of his time during trading hours to managing software sales.
Employment History
Current Registrations
Genuine Wealth Advisors, LLC
Previous Registrations
Genuine Wealth Management
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Charles Schwab & CO., 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.