Heather Johnson is a registered investment advisor at Shadowridge Asset Management, LLC, based in Austin, TX. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 563 clients with $120M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are for Axos and Nationwide. The annual fee may be negotiable and may be reduced for combined household accounts. When using Altruist as a custodian, the maximum annual fee is 1.50%. For 403(b) plans, the maximum annual fee is 1.25%.
Fee Estimator
Location
1001 S. Capital of Texas Highway, M-100, Austin, TX, 78746
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Regulatory History (1)
Financial
October 2023Employment History
Current Registrations
Shadowridge Asset Management, LLC
State Registrations1 state
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