CJ
CFP
CJ
CFP

Corey Johnson

4 Years of Experience
Granger, IN

Corey Johnson is a CFP-designated registered investment advisor at Korhorn Financial Group, based in Granger, IN, with 4 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$417K average
Assets Under Management
$934.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6910 North Main Street, Building 16, Unit 41, Granger, IN, 46530-8855

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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 Activities

Corey operates rental property for Starbrick Realty, LLC, works as a Realtor for Coldwell Banker, works at Korhorn Financial Group, Inc., works for Starbrick Property Group, and operates Starbrick Partners, LLC. The majority of Corey's time is spent at Korhorn Financial Group, Inc., assisting in day-to-day operations.

Employment History
Current Registrations
Korhorn Financial Group
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Kfg Wealth Management, LLC
April 2021 - December 2021 · 8 mos
State Registrations1 state
IN
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.
Corey Johnson - Financial Advisor | TrueAdvisor