Willis Johnson & Associates (WJA) is a wealth management firm that helps corporate professionals and executives with financial planning and investment management. WJA uses a four-step planning approach, including understanding client goals, financial analysis, guidance and implementation, and ongoing financial reviews. WJA offers services such as retirement planning, tax planning, estate planning, and investment management. WJA also works with small business owners, offering business succession planning, tax strategies, and retirement plan solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable based on complexity, specific situations and outside circumstances. Clients that engaged the Firm prior to May 2022 may still be on the prior fee schedule and can refer to their advisor agreement for current fee schedule.