Johnson Sterling, INC.
Assets Under Management
$3.3B
Number of Clients
388
Number of Advisors
6
Avg. Portfolio per Client
$8.6M
Avg. Managed per Advisor
$556.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Johnson+Sterling (JS) is a fee-based investment advisor offering both discretionary and non-discretionary investment advisory and management services. JS provides investment advice related to mutual funds and other investment advisors. JS offers services to individuals, institutions, and retirement plans. JS also works with institutional clients to optimize their benefits planning and retirement plan management systems.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable. JS may stack assets in related accounts of a single client to reach fee breakpoints.
Fee Estimator
Areas of Practice
Location
820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209