Johnson Wealth offers tailored investment advice to individuals, families, and organizations. Services include analyzing objectives, asset allocation, investment policy development, and manager selection. Johnson Wealth typically manages accounts with the authority to make trades without asking first, but can also provide advice where the client makes the final decision. The firm also offers pre-retirement planning services and financial planning services.
Assets Under Management$9.1B
Clients2,460
Advisors67
Avg. per Client$3.7M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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% |
Fee schedule is blended with breakpoints. Fees are negotiable based upon the size and complexity of the engagement. Accounts converting from Johnson Bank typically retain original rates and calculation methodology.
Fee Estimator
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Estimated Annual Fee
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Location
67 Advisors at this firm
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