Samantha Kolb is a registered investment advisor at Johnson Wealth INC., based in Appleton, WI, with 4 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,460 clients with $9.1B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fee schedule is blended with breakpoints. Fees are negotiable based upon the size and complexity of the engagement. Accounts converting from Johnson Bank typically retain original rates and calculation methodology.
Fee Estimator
Location
100 W Lawrence Street, Ste 306, Appleton, WI, 54911
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Samantha is an AVP Wealth Advisor at Johnson Bank, an investment-related affiliate, since October 2023. She is a full-time advisor and dual employee of Johnson Bank and Johnson Wealth Inc.
Employment History
Current Registrations
Johnson Wealth INC.
Previous Registrations
The Appleton Group, LLC
State Registrations1 state
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.