Clifton Johnson is a ChFC-designated registered investment advisor at Dmk Advisor Group, INC., based in Bountiful, UT, with 37 years of industry experience. Clifton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Bountiful, UT
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clifton manages a condo association, has been involved in insurance sales and management since 1988, and holds positions in industry and religious organizations. His insurance activities with Johnson Financial Services and American National & Affiliates take up nearly all of his time.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations7 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.