Michael Johnson
Michael Johnson is a registered investment advisor at Capital City Asset Management Group, LLC, based in Ashland, OH, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 6 more. Their firm serves 261 clients with $80M 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 $250K | 2.90% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and may be lower than stated maximums. Florida residents have a maximum fee of 2.0% for assets up to $500,000.
Fee Estimator
Location
207 E. Liberty St., Ashland, OH, 44805
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
Michael is the President of Michael Johnson Insurance Inc. since 2009, selling life, health, and annuity insurance products. This takes significantly more than full-time hours, with 200 hours per month during market hours.
Employment History
Current Registrations
Capital City Asset Management Group, LLC
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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