Claudine Johnson is a registered investment advisor at Investment Management Group, based in Whitefish, MT, with 11 years of industry experience. Claudine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,532 clients with $5.2B 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 $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable. Family members and close personal relations of firm employees may receive discounts.
Fee Estimator
Location
6588 Us-93, Whitefish, MT, 59937
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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
Claudine is a part owner of rental property in Kalispell, MT since 2020. She spends minimal time on this activity.
Employment History
Current Registrations
Investment Management Group
Previous Registrations
Edward Jones
Edward JonesBroker
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
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