EJ
EJ

Eric Johnson

9 Years of Experience
Atlanta, GA
Sells Insurance

Eric Johnson is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Atlanta, GA, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
245 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K

BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.

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Location

5 Concourse Parkway, Suite 3000, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric works as an advisor at Hoffman Financial Group, providing insurance analysis, product sales, and investment advice. This is a full-time commitment, taking up 240 hours per month.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Geiger Wealth Management
January 2018 - August 2018 · 7 mos
Retirement Wealth Advisors, INC.
December 2016 - October 2017 · 10 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
Eric Johnson - Financial Advisor | TrueAdvisor