Casey Johnston
Casey Johnston is a registered investment advisor at Modern Wealth Management, LLC, based in Mesa, AZ, with 11 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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 ActivitiesSells Insurance
Casey is an insurance agent with Public Safety Financial Insurance, authorized to sell fixed annuities, and spends minimal time on this. Casey also owns and manages multiple rental properties through Myles Navarra LLC, Flagstaff Beech LLC, Moses Vista LLC, and Lincoln Rochester LLC, dedicating minimal time to each.
Employment History
Current Registrations
Modern Wealth Management, LLC
Public Safety Financial/galloway
State Registrations2 states
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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