Patrick Johnson is a registered investment advisor at Capital Investment Advisors, based in Washington D.C., DC, with 7 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 427 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
CIA provides asset management services through third-party money managers or direct supervision of client portfolios. Fees for asset management range from 1.25% to negotiable. Clients participating in third-party programs are charged fees based on a percentage of their assets, with the highest fee tier typically applying to the first $250,000 of assets. CIA may also assist clients with accounts not under a third-party manager, such as 401(k)s, and may charge a flat fee of $500 for asset allocation and fund research if the client does not have other assets under management.
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.
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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
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