Wayne Johnson is a registered investment advisor at Tactivest, LLC, based in San Francisco, CA, with 3 years of industry experience. Wayne 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 180 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable. Flat fee billing may be applied for a number of clients.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is a 75% shareholder and attorney at Wayne R. Johnson & Associates, PLC, a law firm specializing in wealth and estate planning, tax planning, and other legal matters. The firm caters to high-net-worth clients.
Employment History
Current Registrations
Tactivest, LLC
State Registrations1 state
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