Anneliese Johnson is a registered investment advisor at Moss Adams Wealth Advisors LLC, based in Los Angeles, CA, with 28 years of industry experience. Anneliese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,203 clients with $4.8B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Discounts, not generally available to our advisory clients, may be offered to family members, friends or associated persons of the firm.
Fee Estimator
Location
11766 Wilshire Blvd Ste 900, Los Angeles, CA, 90025
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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 →Employment History
Current Registrations
Moss Adams Wealth Advisors LLC
Previous Registrations
Moss Adams Securities & Insurance LLCBroker
Aig Financial Advisors, INC.Broker
Sentra Securities CorporationBroker
Gbs Financial CORP.Broker
State Registrations1 state
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