Marshall Lee Johnson is a sole proprietor who provides investment management services. Advice is provided through consultations to determine financial objectives, identify financial problems, and provide cash flow management, tax planning, insurance review, education funding, retirement planning, and legacy planning. Marshall Lee Johnson offers discretionary direct asset management services to advisory clients.
Assets Under Management$6K
Clients2
Advisors1
Avg. per Client$3K
Avg. per Advisor$6K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 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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