Johannsen & Associates, Inc. manages investments using the SMART system, which stands for Systematic Method of Asset Reallocation Timing. The firm uses mutual funds and aims to protect capital during market declines and achieve capital appreciation during market rises. Johannsen & Associates has been providing investment advisory services since 1980 and is owned and operated by David A. Johannsen.
Assets Under Management$33M
Clients37
Advisors1
Avg. per Client$890K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1000K | 1.60% |
| $1M+ | 1.40% |
Fees are not negotiable. Employer group discount of 25% applies to accounts under employer-sponsored plans. A 10% discount applies after ten years of service, and 15% after fifteen years.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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