Johnson Dunn Capital Advisors is a registered investment advisor providing investment management services. Johnson Dunn uses a tactical allocation strategy to reduce risk and increase performance. Johnson Dunn may use various securities, including stocks, bonds, mutual funds, and exchange-traded real estate master limited partnerships. Johnson Dunn also develops model portfolios for other registered investment advisors. Johnson Dunn tailors its advisory services to its client’s individual needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range up to 1.00% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees are negotiable at the sole discretion of the Advisor.