GJ
GJ

Gregory Johnson

26 Years of Experience

Gregory Johnson is a registered investment advisor at Multnomah Group, INC., based in Centennial, CO, with 26 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 181 clients with $2.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
181 clients
Average Client Portfolio
$12.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $3.0M0.50%
$3.0M - $4.0M0.35%
$4M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Centennial, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is a member of the University of Nebraska Alumni Association Advisory Council and the CU Advocates advisory council, dedicating minimal time to each. He also serves as a FINRA arbitrator, dedicating minimal time to this investment-related activity.

Employment History
Current Registrations
Multnomah Group, INC.
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 1999 - December 2019 · 20 yrs 10 mos
State Registrations1 state
CO
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.
Gregory Johnson - Financial Advisor | TrueAdvisor