ROSS\JOHNSON & Associates (RJA) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. RJA creates an investment policy statement for each client and constructs a plan to select a suitable portfolio. RJA generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. RJA also provides personalized financial planning, including risk assessment, cash flow management, and tax planning.
Assets Under Management$170M
Clients271
Advisors4
Avg. per Client$630K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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