Johnston Investment Advisory Services offers investment management services, providing advice on allocating and investing client assets in various securities. They generally employ a long-term buy and hold strategy, focusing on index mutual funds and ETFs across a broad range of asset classes. The firm may also provide financial planning services, including retirement projections and insurance reviews. They may also enter into limited-scope advisory agreements with certain clients.
Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M
Fee Structure
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable at the discretion of the Advisor. The Firm maintains a minimum annual advisory fee of $9,000 per household for new client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...