Denise Johnson is a registered investment advisor at Five Talents Wealth Management, based in Dublin, CA, with 16 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Dublin, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Denise is the Founder & Principal of Denise-Danielle Strategy Consulting since September 2019. She spends about half of her time working with clients to design and execute business strategies, authoring, and providing educational materials for businesses.
Employment History
Current Registrations
Five Talents Wealth Management
Previous Registrations
Princor Financial Services Corporation
State Registrations1 state
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