Johnson Bixby offers asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. When managing portfolios, Johnson Bixby builds custom investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and options, and continuously monitors and rebalances accounts. For clients paying $10,000 or more in annual asset management fees, ongoing financial planning is included at no extra cost after an initial planning fee. Standalone financial planning and consulting services are also available on an hourly, flat, or recurring fee basis, covering areas such as retirement planning, estate planning, tax planning, education funding, and debt analysis. Johnson Bixby is wholly owned by Heidi Johnson Bixby and operates as a legally required fiduciary, meaning the firm must act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary and are negotiable, with a maximum annual rate of 1.50%.