Jeremiah Johnson
Jeremiah Johnson is a registered investment advisor at Modern Wealth Management, LLC, based in Glidden, IA, with 11 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
706 Montana Street, Glidden, IA, 51443
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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 ActivitiesSells Insurance
Jeremiah is an owner/operator of Jeremiah and Dana Johnson Farms since 2017, spending a few hours per week farming. He is also a life insurance agent since 2018, dedicating a few hours per week to quoting and placing life insurance.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Midwest Financial
Purshe Kaplan Sterling InvestmentsBroker
Ing America Equities, INC.Broker
State Registrations2 states
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.