RJ
RJ

Robert Johnston

25 Years of Experience
St. Petersburg, FL
2 Disclosures

Robert Johnston is a registered investment advisor at Antonetti Capital Management, LLC, based in St. Petersburg, FL, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 141 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
141 clients
Average Client Portfolio
$917K average
Assets Under Management
$129.4M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

Some clients may pay lower fees. Fee schedules are not blended. There is also a separate fee schedule for Fixed Income Only accounts: $100,000 - $2,000,000: 0.50%, $2,000,001 - $5,000,000: 0.40%, $5,000,001 - $10,000,000: 0.30%, Assets in excess of $10 million: 0.20%

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

721 First Avenue North, St. Petersburg, FL, 33701

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History

Regulatory History (2)
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Judgment / Lien
March 2015
Customer Dispute
January 2003
Settled
Employment History
Current Registrations
Antonetti Capital Management, LLC
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2009 - November 2014 · 5 yrs 7 mos
Raymond James Financial Services
October 2005 - October 2009 · 4 yrs
Morgan Stanley
February 2000 - August 2005 · 5 yrs 6 mos
State Registrations1 state
FL
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.