Justin Johnson
Justin Johnson is a registered investment advisor at Rightoak Asset Management, LLC, based in Grand Ledge, MI, with 1 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 676 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RightOak Asset Management offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a minimum account size of $250,000, but this may be waived at the firm's discretion. The fee is calculated monthly, based on the value of your portfolio at the end of the previous month.
Location
Grand Ledge, MI
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Justin owns Dominion Protection LLC, where he works as an insurance producer, dedicating about a quarter of his time. He also owns High Calling Fitness LLC as a fitness coach, works as an IT consultant for the State of Michigan, and is the CEO of 1689 Holdings.
Employment History
Current Registrations
Rightoak Asset Management, LLC
Previous Registrations
Gradient Wealth Management
State Registrations2 states
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