Brian Johnson is a registered investment advisor at Monarch Wealth Strategies, based in Santa Barbara, CA, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 422 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monarch Wealth Strategies' fees for managing your investments are negotiated with each client, but the maximum annual fee is 1.95% of the value of your portfolio. There is a $7,500 minimum annual fee. Fees are deducted from your account quarterly, in advance.
Location
222 E. Carrillo Street, Suite 208, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates Monarch Wealth Strategies as a DBA for his LPL business since 2008, dedicating full-time hours. He also provides investment advisory services through Monarch Wealth Strategies as a Registered Investment Advisor Hybrid, starting in 2019 and also requiring full-time hours.
Employment History
Current Registrations
Monarch Wealth Strategies
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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