Johnson Investment Counsel offers investment advice tailored to clients' needs, including portfolio management and financial planning. They work with clients to determine investment objectives and risk tolerance, developing strategies to provide continuous investment advice. Johnson also offers pension consulting services to employee benefit plans. Johnson Asset Management manages institutional separate account portfolios.
Assets Under Management$21B
Clients5,124
Advisors63
Avg. per Client$4.1M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Some clients with established relationships prior to February 10, 2017, as well as some institutional accounts and family office accounts may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
63 Advisors at this firm
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