Johnson Financial Group, operating as JFG Family Office, creates customized investment portfolios and offers comprehensive financial planning and family office services for individuals, private foundations, businesses, and institutions. The firm builds globally diversified portfolios using mutual funds, exchange-traded funds, separately managed accounts, and private investments, aligning strategies with each client's specific financial objectives, risk tolerance, and tax considerations. In addition to managing investments, Johnson Financial Group provides family office solutions for clients with significant assets, including philanthropic capital services, human capital coaching, trust and entity accounting, and outsourced chief investment officer solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 0.75% |
| $30M+ | 0.40% |
Fees are generally non-negotiable, but the firm reserves the right to negotiate lower fees at its discretion. Existing clients may pay under historical fee schedules.