Johnson Lyman Wealth Advisors
Assets Under Management
$168.1M
Number of Clients
55
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$84.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Johnson Lyman Wealth Advisors provides personalized financial planning and investment management services. They are a fee-only firm and do not sell commissioned products. Services include wealth management, investment management, and financial planning projects. They collaborate with other professionals like lawyers and accountants.
Fee Structure
Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.00% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location
4966 El Camino Real, Suite 109, Los Altos, CA, 94022
