Patrick Johnson
Patrick Johnson is a registered investment advisor at Capital Investment Advisors, based in Washington D.C., DC, with 7 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 427 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range up to 1.25% or are negotiable. Clients also pay separate fees to third-party program sponsors and custodians.
Fee Estimator
Location
1000 Potomac Street N.W., Suite 300, Washington D.C., DC, 20007
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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
Patrick is a Senior Planning Associate at Capital Investment Advisors. This takes about half of Patrick's time.
Employment History
Current Registrations
Capital Investment Advisors
Cambridge Investment Research, INC.Broker
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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