Christopher Johnson is a registered investment advisor at Hb Wealth, based in Atlanta, GA, with 2 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326
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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 →Other Business ActivitiesSells Insurance
Christopher is an insurance agent selling fixed insurance products, dedicating about a quarter of his time to this activity. He also works for Uber as a delivery driver for about 10-20% of his time, and coaches water polo for high school students for about 10-20% of his time.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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