Erik Johnson
Erik Johnson is a registered investment advisor at La Jolla Institute for Wealth Management, based in La Jolla, CA, with 14 years of industry experience. Erik 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, Investment Management, and 1 more. Their firm serves 39 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual investment management fee is based upon a percentage of the assets under management up to 1% per annum. The minimum annual fee is $5,000.00 and is NEGOTIABLE. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA, 92037-4517
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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
Erik is an owner involved in sales and marketing, dedicating minimal time to this activity. This activity is not investment related.
Employment History
Current Registrations
La Jolla Institute for Wealth Management
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.