Johnson+Sterling (JS) is a fee-based investment advisor offering both discretionary and non-discretionary investment advisory and management services. JS provides investment advice related to mutual funds and other investment advisors. JS offers services to individuals, institutions, and retirement plans. JS also works with institutional clients to optimize their benefits planning and retirement plan management systems.
Assets Under Management$3.3B
Clients388
Advisors6
Avg. per Client$8.6M
Avg. per Advisor$560M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable. JS may stack assets in related accounts of a single client to reach fee breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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