Johnson Financial Advisors
Assets Under Management
$242.6M
Number of Clients
272
Number of Advisors
2
Avg. Portfolio per Client
$892K
Avg. Managed per Advisor
$121.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Johnson Financial Advisors (JFA) offers financial planning and investment management services. Financial planning helps individuals and families identify and develop long-term financial goals, including cash flow reports, tax projections, and retirement planning. JFA manages investments on a discretionary basis, meaning they can make investment decisions without asking for permission each time. JFA primarily invests in mutual funds and exchange-traded funds (ETFs).
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fee is negotiable and will be determined on an individual basis with each client. A portion of the annual management fee is retained by their broker-dealer, Osaic.
Fee Estimator
Areas of Practice
Location
1095 W Rio Salado Parkway, Suite 201, Tempe, AZ, 85281-2610