Johnson Financial Group (JFG) offers investment management, financial planning, and family office services. JFG creates customized investment portfolios based on clients' financial objectives. Financial planning is included with investment management. JFG may recommend third-party money managers. JFG also offers family office services like bookkeeping and bill-pay. JFG provides advice and tools to help families focus on the human capital side of wealth.
Assets Under Management$2.7B
Clients48
Advisors37
Avg. per Client$57M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$30M
Planning is included in investment management
Minimum Annual Fee:$250,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | Included |
| $30M+ | 0.35% |
JFG is paid a fixed fee of $250,000 until the client's assets under management reach $30,000,000. Thereafter, JFG's fee is 0.35% of assets under management that exceed $30,000,000. Fees are generally non-negotiable, although JFG reserves the right to negotiate the fees lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 Advisors at this firm
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