Sarah Johnson is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Mahtomedi, MN, with 11 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B 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 $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
748 Wildwood Road, Mahtomedi, MN, 55115
Get directionsHistory
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
Sarah operates under the DBAs North Point Advisor Group and Great Valley Advisor Group, both of which are investment-related.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
Yes Wealth Management
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.
Exams
More Advisors
- Michael Dolezal, CFPGreat Valley Advisor Group, LLC
- Ujae Kang, CFAUak Diversified Wealth Advisors
- Michelle Griffin, CFPAmeriprise Financial Services, LLC
- Sarah Kang, CFPUak Diversified Wealth Advisors
- Richard Ramsay, PFSJ. W. Cole Advisors, INC.