Willis Johnson Wealth is a wealth management firm specializing in helping corporate professionals and executives navigate their financial lives across different stages, which the firm calls the Arc of Life. Founded in 1996 and based in Houston, Texas, Willis Johnson Wealth guides clients through a four-step planning process: active listening to gather data and goals, financial analysis and education, tailored guidance and implementation, and continuous ongoing reviews. Services include retirement planning, corporate benefit elections, trust and estate planning, income tax planning and preparation, risk management and insurance, charitable planning, education planning, and investment management. The firm also works with small business owners on succession planning, tax strategies, and retirement plan solutions. Willis Johnson Wealth builds portfolios using low-cost exchange-traded funds and institutional class funds, guided by peer-reviewed academic research, disciplined rebalancing, and tax-smart strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.