Matthew Johnson is a CFA-designated registered investment advisor at Mccollum Christoferson Group, LLC, based in Amherst, NY, with 3 years of industry experience. Matthew 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 356 clients with $440M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Location
500 Corporate Parkway, Amherst, NY, 14226-1263
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mccollum Christoferson Group, LLC
State Registrations1 state
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