Jared Johnson is a registered investment advisor at Echo Wealth Management, LLC, based in Plymouth, MN, with 3 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 144 clients with $290M 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 - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
The fee schedule is a blended schedule whereas when the assets under management reaches the threshold, the assets above the threshold are charged the lower percentage. Fees, account minimums and their applications to family or other circumstances may be negotiable.
Fee Estimator
Location
3033 Campus Drive, Suite N145, Plymouth, MN, 55441
Get directionsHistory
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 →Employment History
Current Registrations
Echo Wealth Management, LLC
State Registrations2 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.