RJ
RJ

Ross Johns

7 Years of Experience
Shavano Park, TX

Ross Johns is a registered investment advisor at American Market Advisors, INC., based in Shavano Park, TX, with 7 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4 clients with $25M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$6.3M average
Assets Under Management
$25.3M

Fee Structure

Minimum Investment:$600K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

New accounts having managed assets less than $1,000,000 will be charged a minimum annual management fee of $1,500.00, plus 1.0% of managed assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4126 Pond Hill Road, Ste. 100, Shavano Park, TX, 78231-1294

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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

Ross is a Stockholder and Vice-President at Anderson, Johns & Yao CPAs, P.C., a public accounting firm, since 2002. He dedicates nearly full-time hours to performing accounting duties including audit, taxation, and consulting.

Employment History
Current Registrations
American Market Advisors, INC.
February 2019 - Present · 7 yrs 3 mos
State Registrations1 state
TX
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.