| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
Get directionsNo 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 →Damir is a Vice President and Fixed Income Portfolio Manager at Johnson Bank, an investment-related affiliate, since May 2022. He works full-time in wealth management, trust services, banking, and loans as a dual employee of Johnson Bank and Johnson Wealth Inc.