Raven Point Wealth Management, LLC offers comprehensive financial planning and ongoing investment management services, primarily serving individuals, high-net-worth clients, professionals, business owners, physicians, and dentists. The firm creates personalized strategies that address cash flow, retirement planning, education funding, insurance analysis, estate planning, charitable giving, tax-sensitive planning, and employee benefits. Raven Point uses a passive, low-cost investment approach focusing on globally diversified mutual funds and exchange-traded funds rather than market timing or individual stock picking. Investment management is generally provided to clients who also maintain a financial planning relationship with the firm. Brian M. Johnson serves as the sole owner and principal.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Certain clients transitioning from prior advisory relationships may temporarily retain legacy fee arrangements of up to 1.00% annually. Fees are negotiable at the adviser's discretion.