The J. O. Johnson Group Inc. offers portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, education planning, and debit/credit planning. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Assets Under Management$23M
Clients34
Advisors2
Avg. per Client$670K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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