Johnson Capital Global Advisory provides financial planning, educational workshops, portfolio management, and brokerage services for a single fee. They work with individuals, high net worth individuals, and small businesses. Financial plans are customized and may include cash flow analysis, risk management, employee benefits review, retirement planning, education planning, tax planning, estate planning, divorce planning, investment consultation, and business consultation.
Assets Under Management$1.6M
Clients9
Advisors1
Avg. per Client$180K
Avg. per Advisor$1.6M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.40% |
| $250K - $500K | 0.50% |
| $500K - $1000K | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fee is based on a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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