Johnson & White Wealth Management offers customized financial planning and investment management services. Johnson & White Wealth Management helps clients build and monitor investment portfolios on either a discretionary basis, where the firm makes trades on your behalf, or a non-discretionary basis, where you approve trades first. In addition to managing investments, the firm provides financial planning that covers retirement goals, cash flow, insurance, and estate planning support through digital tools. Johnson & White Wealth Management tailors strategies to each client's specific situation and risk tolerance.
Assets Under Management$480M
Clients480
Advisors7
Avg. per Client$1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees generally vary from 0.00% to 1.25% per annum depending on account size and complexity. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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