Deatrice Johnson is a registered investment advisor at Northwest Financial Advisors LLC, based in Herndon, VA, with 20 years of industry experience. Deatrice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,583 clients with $1.9B in assets under management.
Compensation
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Fee Structure
NWFA offers several investment management programs, including Strategic Wealth Management (SWM), Optimum Market Portfolios (OMP), Model Wealth Portfolios (MWP), Manager Access Select, and Guided Wealth Portfolios (GWP). The fees for SWM, MWP, OMP and Manager Access Select are negotiable, with a maximum annual advisory fee of 2.00%. GWP clients pay an LPL program fee of 0.35% and an NWFA advisory fee of up to 1.00%. GWP accounts under $10,000 also incur a $20 annual small account fee payable to LPL. Fees are charged quarterly in advance.
Location
200 Spring Street, Suite 120, Herndon, VA, 20170
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deatrice works for Long & Foster Real Estate, dedicating a few hours per week. She also provides administrative services through Northwest Financial Advisors, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity. Northwest Financial Advisors, LLC is also a DBA for her LPL business.
Employment History
Current Registrations
Northwest Financial Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Nylife Securities LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Icma-Rc Services, LLCBroker
Ing Investment Advisors, LLCBroker
State Registrations23 states
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