Assets Under Management

$3.3B

Number of Clients

388

Number of Advisors

6

Average Client AUM

$8.6M

AUM per Advisor

$556.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Johnson+Sterling, Inc. (JS) provides investment advice and pension consulting to various types of investment accounts. JS offers discretionary portfolio advice, nondiscretionary advisory service, and investment consultation service. JS tailors advisory services to the individual needs of clients.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.50%
$5.0M - $10.0M0.35%
$10.0M - $20.0M0.25%
$20M+0.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500
Areas of Practice
Investment ManagementRetirement Planning
Loading...
Location

820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209

6 Advisors at this firm