MJ
MJ

Michael Johnson

2 Years of Experience
Lombard, IL
Broker

Michael Johnson is a registered investment advisor at Pcg Wealth Management, based in Lombard, IL, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,959 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,959 clients
Average Client Portfolio
$475K average
Assets Under Management
$931.1M

Fee Structure

Investment management only (planning not offered)

PCG Wealth Advisors manages investments for a fee based on the value of your portfolio. The exact fee is determined by the complexity of your situation, but will not exceed 1.60% annually. Fees are paid quarterly, either in advance or after the services are provided. The fee may be negotiable.

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Location

377 E. Butterfield Rd., Ste. 640, Lombard, IL, 60148

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is involved in tax preparation/accounting/CPA services through MEJ and Associates and Johnson, Peterek & Howse, LLC. He also provides investment advisory services through PCG Wealth Advisors, LLC and its DBA, PCG Wealth Management, spending about 10-20% of his time on these activities.

Employment History
Current Registrations
Pcg Wealth Management
September 2024 - Present · 1 yr 8 mos
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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.
Michael Johnson - Financial Advisor | TrueAdvisor