Steven Johnson
Steven Johnson is a registered investment advisor at Alchemi Wealth, LLC, based in Essex, CT, with 38 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,136 clients with $290M 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 - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Accounts with conservative allocations may negotiate lower fee schedules. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
35 Pratt Street, Suite 202, Essex, CT, 06426
Get directionsHistory
Regulatory History (1)
Regulatory
January 2019Other Business ActivitiesSells Insurance
Steven is the Managing Partner of Alchemi Funds Management Group, allocating investor capital and providing input to start-up companies, dedicating about 10% of his time. He is also an insurance agent, a Managing Director at Alchemi Capital LLC (about 10-20% of his time), and a Managing Member/CCO/Investment Advisor Representative at Alchemi Wealth Management (full-time).
Employment History
Current Registrations
Alchemi Wealth, LLC
Previous Registrations
Alchemi Wealth Management
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
Shawmut Brokerage, INC.Broker
State Registrations1 state
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.