Assets Under Management
$20.9B
Number of Clients
5,124
Number of Advisors
61
Average Client AUM
$4.1M
AUM per Advisor
$342.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Johnson Investment Counsel offers tailored investment advice, discretionary portfolio management, and financial planning services. They also provide pension consulting and mutual fund services. Their investment approach combines fundamental and quantitative analysis with asset allocation strategies.
| Assets Under Management | 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.
3777 West Fork Road, Cincinnati, OH, 45247