Johnson & Shute Investment Advisors has been in business since 1989. The company offers investment management services to individuals, pension and profit-sharing accounts, trusts, estates, and business organizations. Clients select a model portfolio based on their risk tolerance, investment time horizon, and return needs. Johnson & Shute periodically rebalances client portfolios to maintain target percentages. Client assets are managed on a non-discretionary basis.
Assets Under Management$140M
Clients74
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Individual client fee schedules may vary under special circumstances but are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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