Johnson Capital Management (JCM) offers investment management and financial planning services to individuals and trusts. JCM helps clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. JCM is a fee-based firm and does not sell commissioned products.
Assets Under Management$35M
Clients127
Advisors1
Avg. per Client$280K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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