Johnson Wealth manages investment portfolios and provides personalized financial planning and consulting services to high-net-worth individuals, families, trusts, foundations, and business entities. The firm creates customized investment strategies based on each client's specific goals, tax situation, and timeline. Services include asset allocation, portfolio construction, investment research, fund evaluation, and retirement planning. Johnson Wealth typically manages accounts on a discretionary basis, meaning the portfolio management team makes trades on the client's behalf without asking first, though non-discretionary management is also available. The firm is a wholly owned subsidiary of Johnson Financial Group and works closely with its banking affiliate, Johnson Bank. In addition to traditional stock and bond portfolios, Johnson Wealth offers access to alternative investments such as private equity and hedge funds, as well as specialized pre-retirement planning programs for airline pilots and employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fees are negotiable for certain clients and custom fee structures may apply. Third-party managers engaged through program administrators may charge an additional 0.40% to 0.75%.