Johnson Investment Partners provides investment advice to clients on a discretionary basis. This includes advice on how to allocate assets and which investments to choose. The firm determines a client's objectives and risk profile through an interview process to guide account management.
Assets Under Management$6M
Clients39
AdvisorsN/A
Avg. per Client$150K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $99K | 2.00% |
| $99K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees are negotiable for amounts greater than $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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