Johnson’s Financial Group manages investment portfolios for individuals, trusts, retirement plans, and institutional clients. The firm focuses on building globally diversified portfolios using stock and bond index funds, exchange-traded funds, and mutual funds designed to track published market indexes. Portfolios are managed primarily on a non-discretionary basis, meaning trades are approved by the client before execution. The firm tailors allocations based on each client's specific financial situation, risk tolerance, and tax considerations, offering strategies across large-cap, mid-cap, small-cap, international, fixed income, real estate, and alternative indexing. Led by Martin Vince Johnson Jr., the Beverly Hills-based firm operates with no account minimum requirement.
Fee Structure
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 for accounts above $5,000,000 are negotiable.