JJ
CFA
JJ
CFA

Jacob W Johnson

1 Year of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
3,290 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.60%

Fees may be subject to negotiation based on account size, relationships, security holdings, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$6,000
Loading...

Location

134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI, 54956

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
North Star Asset Management INC
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Jacob W Johnson - Financial Advisor | TrueAdvisor