Tom Johnson Investment Management, LLC manages investment portfolios for individuals, retirement plans, trusts, and institutions with a focus on conservative, high-quality, and well-diversified strategies. The firm builds customized equity, fixed income, balanced, and asset allocation portfolios tailored to each client's specific objectives, risk tolerance, time horizon, and tax considerations. Tom Johnson Investment Management operates as a registered investment advisor legally required to act in your best interest, charging fees based on a percentage of the value of your portfolio. The investment team uses rigorous fundamental research and disciplined risk management to protect wealth across market cycles. In addition to direct portfolio management, the firm offers portfolio reporting services, fixed income analysis, and basic financial planning assistance such as retirement distribution strategies, tax planning, and asset allocation planning.
Fee Structure
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 on various factors. Amounts over $100,000,000 are quoted upon request.