James Mortenson is a CFP, ChFC-designated registered investment advisor at Johnson Wealth Management, LLC, based in Grand Forks, ND, with 6 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 169 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.45% |
| $5M+ | 0.30% |
Qualified retirement plans are charged 0.75% on the first $1,000,000 and 0.50% on assets above $1,000,000. Fees are negotiable.
Fee Estimator
Location
214 North 4th Street, Ste 123, Grand Forks, ND, 58203
Get directionsHistory
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 →Employment History
Current Registrations
Johnson Wealth Management, LLC
Previous Registrations
Cwm, LLC
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
More Advisors
- Derrick Johnson, CFPJohnson Wealth Management, LLC
- Joey Miedema, ChFCMorgan Stanley
- Michael Elsberry, CFPLPL Financial LLC
- Brian Emerson, CFP, ChFCEdward Jones
- Lance Rambousek, PFSAvantax Planning Partners, INC.
- Anthony Weisser, PFSAvantax Planning Partners, INC.