Kevin Johnson is a registered investment advisor at One Capital Management, LLC, based in Thousand Oaks, CA, with 10 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
100 Thousand Oaks Blvd, Thousand Oaks, CA, 91360
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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 Activities
Kevin is a licensed administrator for Professional Planning Corporation, a registered investment advisor (RIA), dedicating full-time hours to this role. He also works full-time as an Associate Portfolio Manager for One Capital Management, LLC, another RIA, where he executes trades, implements investment decisions, and manages client accounts.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Professional Planning
Mutual Securities, INC.Broker
State Registrations1 state
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