Orlando Johnson
Orlando Johnson is a registered investment advisor at Johnson Wealth Management, LLC, based in Palm Coast, FL, with 13 years of industry experience. Orlando 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 5 clients with $1.6M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
389 Palm Coast Parkway Sw, Suite 4, Palm Coast, FL, 32137
Get directionsHistory
Regulatory History (1)
Criminal
June 1994Other Business ActivitiesSells Insurance
Orlando is licensed as an insurance agent for American General Life Insurance since 2016, but currently does not engage in insurance transactions. He is also the Senior Advisor to the Prosperity Seekers Investment Club, dedicating minimal time to this role.
Employment History
Current Registrations
Johnson Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.