Brendon Johnson
Brendon Johnson is a registered investment advisor at Captrust Wealth Advisors, based in Holland, MI, with 13 years of industry experience. Brendon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 902 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CapTrust Wealth Advisors' fees for wealth planning and investment management generally range from 0.50% to 1.50% annually. Investment management only fees range from 0.20% to 1.50% annually. These fees are based on the complexity of services, the level of assets managed, and the overall relationship with CapTrust. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter.
Location
85 E 8th Street, Suite 150, Holland, MI, 49423
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Brendon spends minimal time on insurance sales. He is also the treasurer for Love Inc. National and All Saints Holland, spending minimal time on each.
Employment History
Current Registrations
Captrust Wealth Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Waddell & Reed, INC.
State Registrations2 states
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.