SJ
SJ

Shaun Johnson

8 Years of Experience
New York, NY
Broker

Shaun Johnson is a registered investment advisor at Fiera Capital INC., based in New York, NY, with 8 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,176 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Fiera Capital manages investments for separately managed accounts. The fees are a percentage of the total value of your portfolio. The percentage varies depending on the investment strategy and the size of your account.

  • Equity Strategies: 0.30% to 1.00% per year
  • Equity-Growth Strategies: 0.30% to 1.00% per year
  • Fixed Income Strategies: 0.05% to 0.75% per year

Fees are generally billed monthly or quarterly. Billing terms are negotiable.

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Location

477 Madison Avenue, Suite 720, New York, NY, 10022

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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 Activities

Shaun works as a Senior Principal at Fiera Capital, educating financial intermediaries. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Fiera Capital INC.
November 2023 - Present · 2 yrs 6 mos
Foreside Fund Services, LLC
November 2023 - Present · 2 yrs 6 mos
Foreside Fund Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Pacific Investment Management Company LLC
May 2022 - October 2023 · 1 yr 5 mos
Pimco Investments LLCBroker
January 2019 - October 2023 · 4 yrs 9 mos
Foreside Fund Services, LLCBroker
August 2018 - December 2018 · 4 mos
Gurtin Municipal Bond Management
February 2018 - April 2022 · 4 yrs 2 mos
State Registrations51 states
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AdvisorBrokerBoth

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.