Ferguson-Johnson Wealth Management offers investment management and financial planning services, either separately or combined. For investment management, they create personalized investment strategies based on your risk tolerance and goals. Financial planning covers a review of your assets, liabilities, cash flow, insurance, and estate documents. They may recommend rolling over retirement plan assets to an IRA managed by them, which would generate fees for the firm.
Assets Under Management$270M
Clients196
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in some cases. Bundled investment advisory and financial planning services are typically only available to clients meeting a $500,000 minimum of assets managed by the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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