Ellen Johnson is a registered investment advisor at Thistle Wealth, based in Corvallis, OR, with 2 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11 clients with $18M 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 | 0.98% |
| $1.0M - $3.0M | 0.93% |
| $3.0M - $5.0M | 0.83% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.48% |
Fees may be reduced or waived at the advisor's discretion.
Fee Estimator
Location
804A NW Buchanan Ave, Suite 37, Corvallis, OR, 97330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Thistle Wealth
Previous Registrations
Clarity Wealth Development, LLC
State Registrations1 state
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