Beverly Johnson
Beverly Johnson is a registered investment advisor at Bdj Wealth Management LLC, based in Plano, TX, with 12 years of industry experience. Beverly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 93 clients with $34M 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 |
|---|---|
| $0K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are calculated based on the daily average balance per month.
Fee Estimator
Location
4521 Big Sky Drive, Plano, TX, 75024
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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
Beverly is a partner at PJS Services, LLC, involved in business development, tax filing, and tax planning, dedicating a few hours per week. She also owns Teach Them 2 Fish, providing financial education, consulting, and advising, also dedicating a few hours per week.
Employment History
Current Registrations
Bdj Wealth Management LLC
Previous Registrations
Sofos Investments, INC.
Sofos Investments, INC.
Murphy & Sylvest
State Registrations1 state
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