MJ
MJ

Michael Johnson

9 Years of Experience
Sells Insurance

Michael Johnson is a registered investment advisor at Capital City Asset Management Group, LLC, based in Powell, OH, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 173 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
173 clients
Average Client Portfolio
$250K average
Assets Under Management
$43.3M

Fee Structure

Capital City Asset Management Group charges a percentage of the assets they manage. The fees are negotiable, but the maximum annual fees are:

  • Up to $250,000: 2.9% (2.0% for Florida residents)
  • $250,001 - $500,000: 2.5% (2.0% for Florida residents)
  • $500,001 - $1,000,000: 2.0%
  • $1,000,001 - $2,000,000: 1.5%
  • $2,000,001 - $5,000,000: 1.0%
  • $5,000,001 and above: 0.75%

These fees are charged monthly and deducted from your account. CCAMG may also receive performance-based fees from third-party asset managers, creating a potential conflict of interest.

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Location

3789 Attucks Dr, Powell, OH, 43065

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is the President of Michael Johnson Insurance Inc. since 2009, selling life, health, and annuity insurance products. This takes significantly more than full-time hours, with 200 hours per month during market hours.

Employment History
Current Registrations
Capital City Asset Management Group, LLC
June 2016 - Present · 9 yrs 10 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.