MJ
CFP · ChFC
MJ
CFP · ChFC

Marc Johnston

27 Years of Experience
Bluffton, SC

Marc Johnston is a CFP, ChFC-designated registered investment advisor at The Bedminster Group, based in Bluffton, SC, with 27 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 190 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
190 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$199.0M

Fee Structure

Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5.0M - $8.0M0.70%
$8M+0.70%

Fees are negotiable for accounts over $8,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

36 William Pope Dr Ste 201, Bluffton, SC, 29909

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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.

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Employment History
Current Registrations
The Bedminster Group
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Re Advisers Corporation
November 2001 - May 2021 · 19 yrs 6 mos
Re Investment CorporationBroker
October 2001 - May 2021 · 19 yrs 7 mos
Citicorp Investment ServicesBroker
March 2000 - August 2001 · 1 yr 5 mos
Nylife Securities INC.Broker
October 1996 - March 2000 · 3 yrs 5 mos
State Registrations2 states
SCTX
Advisor

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.

Exams
No exam information available for this advisor.