Johnson Financial Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$240M
Clients272
Advisors2
Avg. per Client$890K
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

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.

Loading...
Location

2 Advisors at this firm