Gregory Johnston is a CFA-designated registered investment advisor at Johnston Investment Counsel, LTD., based in Peoria, IL, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 94 clients with $95M in assets under management.
Compensation
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Assets Under Management
Fee Structure
Johnston Investment Counsel offers several investment management programs:
- Comprehensive Wealth Management: Combines investment management and financial planning.
- Comprehensive Portfolio Management: Investment management only.
- Enhanced Cash Management: Manages short-term bond portfolios.
The annual fee is a percentage of your portfolio, paid quarterly. The exact percentage depends on the amount you invest. There is a $2,500 minimum annual fee for Comprehensive Wealth Management and Comprehensive Portfolio Management, and a $1,500 minimum annual fee for Enhanced Cash Management. If your account falls below the minimum fee threshold, Johnston Investment Counsel may terminate the relationship.
Contact
Gregory Johnston
Location
331 Fulton, Suite 429, Peoria, IL, 61602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Johnston Investment Counsel, LTD.
State Registrations1 state
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Additional Information
Greg Johnston has been President & Chief Investment Officer of Johnston Investment Counsel since 1997. Prior to that Greg, worked at Stratford Advisory Group and Mercer Investment Consulting. He has over 20 years in the investment management and financial planning field.