Tom Johnson Investment Management (TJIM) offers investment services to various clients, including pension plans, individual retirement accounts, foundations, and corporations. TJIM is a fee-only advisor and acts in your best interest. TJIM provides investment management through different channels, including wrap-fee programs and model portfolio programs. Clients work with TJIM to determine their asset allocation based on their individual needs and circumstances.
Assets Under Management$1.6B
Clients5,871
Advisors6
Avg. per Client$280K
Avg. per Advisor$270M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees may be further negotiated depending upon a variety of variables. Over $100,000,000 is quoted upon request.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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