AJ
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Adam Johnson

1 Year of Experience
Eagan, MN
1 DisclosureSells Insurance

Adam Johnson is a registered investment advisor at Integrity Advisory Solutions, based in Eagan, MN, with 1 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History (1)
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Financial
April 2017
Final
Other Business ActivitiesSells Insurance

Adam is involved in several outside business activities, including real estate investment, managing sober living houses, and working as a DoorDash driver. He also sells life insurance and annuities, dedicating a significant amount of time to this activity.

Employment History
Current Registrations
Integrity Advisory Solutions
April 2024 - Present · 2 yrs 6 mos
State Registrations1 state
MN
Advisor

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.
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