Johanna Adleson is a registered investment advisor at Libra Wealth LLC, based in Boise, ID, with 14 years of industry experience. Johanna 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 120 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Libra Wealth offers investment management services for a fixed annual fee, determined on a case-by-case basis, ranging from $3,000 to $15,000. The fee depends on the complexity of your financial situation, the amount you invest, and the estimated time involved. Fees may be negotiable.
Location
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Libra Wealth LLC
Previous Registrations
Aspen Capital Management
Vista Wealth Management Group, LLC
Vista Wealth Management, LLC
Morgan Stanley
State Registrations2 states
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