Brian Johnson is a registered investment advisor at Modern Wealth Management, LLC, based in Glidden, IA, with 35 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
706 Montana Street, Glidden, IA, 51443
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business Activities
Brian receives gas royalties from Chesapeake as a passive investment since 2002. He also owns farmland with his wife and participates in row crop farming, dedicating a few hours per week.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Midwest Financial
Purshe Kaplan Sterling InvestmentsBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Ameritas Investment CORP.Broker
Washington Square Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.