Assets Under Management
$1.4B
Number of Clients
516
Number of Advisors
21
Average Client AUM
$2.8M
AUM per Advisor
$67.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Willis Johnson & Associates (WJA) is a wealth management firm specializing in comprehensive financial planning and investment management for corporate professionals and executives. WJA uses a four-step Continuously Planning approach, offering services including retirement planning, tax planning, and estate planning. The firm also works with small business owners.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable based on complexity, specific situations and outside circumstances.
5847 San Felipe, Suite 1500, Houston, TX, 77057