Johnson Investment Counsel provides customized portfolio management, financial planning, and pension consulting services to individuals, families, and institutions. Operating since 1965 with offices in Ohio and Michigan, Johnson Investment Counsel builds tailored investment portfolios based on each client's specific financial goals, risk tolerance, and time horizon. The firm uses a disciplined, team-based approach to asset management, combining fundamental and quantitative analysis across various asset classes including equities, fixed income, and alternative investments. In addition to direct portfolio management, Johnson Investment Counsel offers financial planning consultations to help clients define and achieve their long-term financial objectives. The firm also manages proprietary mutual funds and provides model portfolios to third-party platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Some clients with established relationships prior to April 15, 2026, as well as certain institutional accounts and family office accounts, may be subject to a different fee schedule. Fees may be negotiated in limited circumstances for fixed-fee asset management.