Anita Helen Resch

CFP

Johnson Wealth INC.

6 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Johnson Wealth INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

60 advisors

Number of Clients

2,460 clients

Average Client Portfolio

$3.7M average

Assets Under Management

$9.1B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $4.0M	0.85%
$4.0M - $8.0M	0.70%
$8M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Location

318 S Washington Street, Green Bay, WI, 54301

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Anita is a Senior Vice President and Wealth Regional Sales Manager at Johnson Bank, an investment-related affiliate. She dedicates her full time to wealth management, trust services, banking, and loans.