Eric Johns is a CFP-designated registered investment advisor at Equilibrium Financial Planning, based in Kenner, LA, with 2 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 13 clients with $13M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15M+ | 0.45% |
Fees are negotiable. Minimum annual fee: $5,000, but this minimum may be reduced or waived at the firm's discretion.
Fee Estimator
Contact
Eric Johns
Location
Kenner, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Eric is the General Manager at Jung Realty Company, overseeing accounting, lease agreements, and consulting on business decisions. This activity accounts for about a quarter of his time.
Employment History
Current Registrations
Equilibrium Financial Planning
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.
Exams