EJ
EJ

Eric Johnson

13 Years of Experience
Louisville, KY

Eric Johnson is a registered investment advisor at Riverstone Asset Management, LLC, based in Louisville, KY, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 18 clients with $86M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
18 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$86.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $2.0M0.70%
$2.0M - $3.0M0.50%
$3.0M - $5.0M0.40%
$5M+0.35%

Fees may be negotiable based on family relations or individual circumstances including account size and the level and scope of the services requested.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2100 Gardiner Lane, Suite 207, Louisville, KY, 40205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric works as a director/employee at Computerized Accounting Services, a bookkeeping service, dedicating minimal time. He also works as a partner at Louis T. Roth & Co., PLLC, dedicating about half his time.

Employment History
Current Registrations
Riverstone Asset Management, LLC
June 2012 - Present · 13 yrs 11 mos
State Registrations2 states
KYLA
Advisor

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.

Exams
No exam information available for this advisor.