Michael Johnson is a CFP-designated registered investment advisor at Alchemi Wealth, LLC, based in Essex, CT, with 8 years of industry experience. Michael 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, Financial Planning & Coaching, and 4 more. Their firm serves 1,136 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Accounts with conservative allocations may negotiate lower fee schedules. Employees and their family related accounts are charged a reduced fee for services.
Fee Estimator
Location
35 Pratt Street, Suite 202, Essex, CT, 06426
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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 →Employment History
Current Registrations
Alchemi Wealth, LLC
Previous Registrations
Alchemi Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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