CJ
CJ

C. Johnson

45 Years of Experience
Vienna, WV
Broker

C. Johnson is a registered investment advisor at Security Capital Management, based in Vienna, WV, with 45 years of industry experience. C. 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, High Net Worth, and 3 more. Their firm serves 2,314 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
20 advisors
Number of Clients
2,314 clients
Average Client Portfolio
$518K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.87%
$250K - $500K1.83%
$500K - $1.0M1.54%
$1.0M - $2.0M1.38%
$2.0M - $2.5M1.36%
$2.5M - $5.0M1.17%
$5.0M - $10.0M0.96%
$10M+0.76%

The AUM fee is generally computed as the combination of Management and Platform Fees.

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

1100 9th Street, Unit I, Vienna, WV, 26105

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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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Employment History
Current Registrations
Security Capital Management
June 2009 - Present · 16 yrs 10 mos
Hazlett, Burt & Watson, INC.Broker
June 2009 - Present · 16 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1998 - June 2009 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1997 - June 2009 · 11 yrs 10 mos
Wheat, First Securities, INC.Broker
February 1981 - July 1997 · 16 yrs 5 mos
State Registrations11 states
ALFLGAKYMNNCOHPASCTXWV
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.