Johnson Private Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. The firm also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. JPWM generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, commodities, and insurance products including annuities.
Assets Under Management$33M
Clients141
Advisors2
Avg. per Client$230K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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