Daniel Johnson is a CFP-designated registered investment advisor at The Wealth Conservatory, based in Winston Salem, NC, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Gen X, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 116 clients with $120M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.15% |
The Wealth Conservatory may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
50 Cemetery Street, Suite 100, Winston Salem, NC, 27101
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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 →Other Business Activities
Daniel owns multiple rental properties through Oak Crest Management LLC, DJSJ Management, LLC, and Idlewilde Homes, LLC. He spends minimal time managing the financials and communicating with tenants.
Employment History
Current Registrations
The Wealth Conservatory
Previous Registrations
Refocus Financial
Parsec Financial
Credit Union Investment Services
State Registrations6 states
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