Mark Johnson is a CFP-designated registered investment advisor at Mej Wealth Advisors LLC, based in Bayside, NY, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7 clients with $2.2M 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 $1000K | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Clients that engage MEJ Wealth Advisors for Financial Planning and the Investment Management Program will negotiate a fixed fee for Financial Planning based upon the complexity of the client’s individual financial status and the services being delivered and this fixed fee may be negotiated to reduce in part or in full the quoted assets under management fees.
Fee Estimator
Location
Bayside, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mej Wealth Advisors LLC
State Registrations1 state
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