Tom Johnson Investment Management, LLC
Assets Under Management
$1.6B
Number of Clients
5,871
Number of Advisors
6
Avg. Portfolio per Client
$277K
Avg. Managed per Advisor
$271.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Tom Johnson Investment Management (TJIM) offers investment services to various clients, including pension plans, individual retirement accounts (IRAs), foundations, and corporations. TJIM is legally required to act in your best interest and does not accept fees based on product sales. TJIM makes decisions about how your money is invested and what to buy and sell. They also offer financial planning services, including retirement planning, tax planning, and income 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 upon a variety of variables.
Fee Estimator
Areas of Practice
Location
201 Robert S. Kerr, Suite 510, Oklahoma City, OK, 73102-4202