EJ
EJ

Eli Johnson

3 Years of Experience
Thousand Oaks, CA

Eli Johnson is a registered investment advisor at Valley Center Advisors, based in Thousand Oaks, CA, with 3 years of industry experience. Eli 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Thousand Oaks, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eli owns and consults for Eli N. Johnson & Associates, a small business consulting firm, dedicating about 10-20% of his time. He also works in patient services for The Man Clinic, a medical practice, taking about half of his time.

Employment History
Current Registrations
Valley Center Advisors
February 2023 - Present · 3 yrs 3 mos
State Registrations1 state
CA
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.