AJ
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Adam Johnson

1 Year of Experience
1 DisclosureSells Insurance

Adam Johnson is a registered investment advisor at Integrity Advisory Solutions, based in Eagan, MN, with 1 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.

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Location

History

Regulatory History (1)
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Financial
April 2017
Final
Other Business ActivitiesSells Insurance

Adam is involved in several outside business activities, including real estate investment, managing sober living houses, and working as a DoorDash driver. He also sells life insurance and annuities, dedicating a significant amount of time to this activity.

Employment History
Current Registrations
Integrity Advisory Solutions
April 2024 - Present · 2 yrs
State Registrations1 state
MN
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.