Johnson Wealth Management offers both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet individual client needs. They also provide financial planning and consulting services, analyzing clients' financial situations to make recommendations. Clients who implement their financial plan through Johnson Wealth Management receive a credit towards their portfolio management fees. Orlando Johnson is also a licensed insurance agent.
Assets Under Management$1.6M
Clients5
Advisors1
Avg. per Client$320K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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