Garrett Johnson
Garrett Johnson is a registered investment advisor at Forge Global Advisors LLC, based in San Francisco, CA, with 9 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forge Global Advisors (FGA) manages Single-Issuer Funds (SIFs) and Multi-Issuer Funds (MIFs). Here's how the fees work:
Single-Issuer Funds (SIFs):
- Set-up Fee: 1-5% of your initial investment (may be waived or reduced).
- Management Fee: 1-5% of your investment, charged either as a one-time fee, a fixed percentage yearly, or as an accrued fee calculated annually.
- Carried Interest: 10-20% of the profits distributed to certain investors.
- Redemption Fee: 1-2% of the amount you redeem (may be waived or reduced).
Multi-Issuer Funds (MIFs):
- Management Fee: 0-5% annually.
- Carried Interest: Up to 20% of profits. FGA may waive, reduce, or change the fee structure for certain investors.
Location
4 Embarcadero Center, Suite 1500, San Francisco, CA, 94111
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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
Garrett is an employee of Forge Global, Inc., the parent company of Forge Securities LLC. He may dedicate minimal time to functions for Forge Global, Inc. and its subsidiaries.
Employment History
Current Registrations
Forge Global Advisors LLC
Forge Securities LLCBroker
Previous Registrations
Gilder Gagnon Howe & CO. LLC
Gilder Gagnon Howe & CO. LLCBroker
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Scottrade Investment Management
Scottrade, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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