Juan Johnson
Juan Johnson is a registered investment advisor at State Farm Investment Management CORP., based in Dagsboro, DE, with 5 years of industry experience. Juan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
31038 Country Gardens, Suite D2, Dagsboro, DE, 19939
Get directionsHistory
Regulatory History (1)
Criminal
February 1999Other Business ActivitiesSells Insurance
Juan is involved with three outside business activities. He is setting up a non-profit, owns an insurance agency, and is a partner in a real estate investment company, dedicating about half his time to the insurance agency.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
State Registrations4 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.