Johnson's Financial Group offers investment management services, primarily on a non-discretionary basis, meaning clients must approve each transaction. The firm manages portfolios designed to mirror published, blended, and customized indices, investing mainly in global equities and fixed income. They work with individuals, banks, pension plans, trusts, and corporations, allowing clients to place reasonable restrictions on their portfolios. The firm may recommend third-party money managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.20% |
| $5M+ | 0.20% |
Fees are negotiable above $5,000,000. Clients will not be charged a total management fee over 3% industry average.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...