PWJohnson Wealth and Legacy, LLC is a registered investment advisor based in Los Altos, California, offering personalized financial planning and investment management services. The firm operates as a fee-only practice, meaning it does not sell financial products or receive commissions, aiming to reduce conflicts of interest. PWJohnson Wealth and Legacy provides holistic advice covering retirement planning, tax strategies, cash flow management, risk management, education funding, and estate planning. Investment management is handled through non-discretionary portfolios tailored to each client's specific goals and risk tolerance using Modern Portfolio Theory and diversified asset allocation. The firm primarily serves individuals, families, trusts, estates, and small businesses, tailoring its approach to each client's unique financial situation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Subject to a minimum annual fee of $6,250. Fees are generally negotiable and accounts for family members may be aggregated for fee discounts.