Johnson Financial Advisors (JFA) offers financial planning and asset 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 in accounts on a discretionary basis, meaning they make investment decisions without prior client consent. JFA primarily invests in mutual funds, ETFs, and individual stocks and bonds.
Fee Structure
Johnson Financial Advisors manages investments based on your financial goals, risk tolerance, and time horizon. JFA generally invests in mutual funds and exchange-traded funds (ETFs). The annual management fee is negotiable, with a maximum of 2.25%. A portion of this fee is retained by their broker-dealer, Osaic. Fees are charged monthly or quarterly. New clients generally need at least $250,000 in investable assets, but JFA may waive this minimum.