TJ
TJ

Todd Johnson

4 Years of Experience
New Orleans, LA

Todd Johnson is a registered investment advisor at Waters, Parkerson & CO., LLC, based in New Orleans, LA, with 4 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 801 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
801 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$2.7B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable.

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

601 Poydras Street, Suite 2210, New Orleans, LA, 70130-6013

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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
Waters, Parkerson & CO., LLC
December 2021 - Present · 4 yrs 5 mos
State Registrations1 state
LA
Advisor

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.
Todd Johnson - Financial Advisor | TrueAdvisor