Ferguson-Johnson Wealth Management is a registered investment advisor that has been in business since 1978, located in Rockville, Maryland. The firm provides continuous investment management and personalized financial planning services, which can be engaged separately or bundled together. For investment management, Ferguson-Johnson Wealth Management utilizes a disciplined, passive indexing approach primarily using exchange-traded funds, no-load index funds, and Dimensional Funds, tailored to each client's Investment Policy Statement. Financial planning services cover net worth reviews, cash flow analysis, retirement accounts, insurance, and estate planning documents. The firm primarily manages accounts with discretionary authority. Bundled investment and planning services generally require a minimum of $500,000 in assets managed by the firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed quarterly in advance at an annual rate of 1% of assets under management. Fees may be negotiable in some cases.