Bradley Johnson
Bradley Johnson is a registered investment advisor at Evergreen Capital Holdings, LLC, based in Ladera Ranch, CA, with 5 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $14M 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 - $10.0M | 0.95% |
| $10M+ | 0.90% |
Fee schedule is a blended tier schedule. Fees are generally negotiable.
Fee Estimator
Location
27762 Antonio Pkwy, L1-534, Ladera Ranch, CA, 92694
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley is the Managing Partner of Evergreen Capital Management, LLC, focusing on private fund investments and spending about 10-20% of his time on it. He is also a Minority Partner of BID, LLC, managing private real estate investments and dedicating minimal time to this role.
Employment History
Current Registrations
Evergreen Capital Holdings, LLC
State Registrations1 state
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