WJ
CFP
WJ
CFP

William Johnston

12 Years of Experience
Rock Hill, SC
1 DisclosureBroker

William Johnston is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rock Hill, SC, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1420 Ebenezer Rd, Ste 104, Rock Hill, SC, 29732-2774

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History

Regulatory History (1)
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Financial
June 2016
Final
Other Business Activities

William is involved with River Hills Consulting Services LLC, dedicating approximately 60 hours per month to this investment-related activity. This takes about 10-20% of William's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLC
August 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Edward Jones
June 2013 - August 2024 · 11 yrs 2 mos
Edward JonesBroker
April 2013 - August 2024 · 11 yrs 4 mos
State Registrations10 states
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AdvisorBrokerBoth

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.