William George Johnson

Capital Advisor Network

3 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Capital Advisor Network

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

1,153 clients

Average Client Portfolio

$86K average

Assets Under Management

$99.5M

Fee Structure

Minimum Investment:$5K

Location

925 Mezzanine Drive, Suite C, Lafayette, IN, 47905

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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.

Employment History

Current Registrations

Capital Advisor Network

July 2022 - Present · 3 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.