Jill Johnson is a registered investment advisor at Corundum Group, INC., based in Colorado Springs, CO, with 13 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 150 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corundum Group's advisory fees are based on a percentage of the value of your portfolio and may be subject to a $10,000 minimum annual fee. The standard fee is 1%. Fees are negotiable based on the size and complexity of the accounts, the investment products used, the level of specialized services, and the historical relationship.
Location
1 South Nevada, Suite 200, Colorado Springs, CO, 80903
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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.
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Jill is a director at Corundum Trust Company, LLC, providing trust services since 2022. She spends minimal time on this investment-related activity.
Employment History
Current Registrations
Corundum Group, INC.
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.