Johnson Wealth Management (JWM) is a fee-only firm offering financial planning and investment management. JWM provides advice on financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. JWM does not sell financial products or accept commissions. Clients make the final investment decisions, and JWM works with other professionals to implement the plan.
Assets Under Management$260M
Clients152
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.45% |
| $5M+ | 0.30% |
Fees are negotiable. Certain qualified retirement plans are charged a different fee based on a percentage of investable assets: 0.50% on the first $1,000,000; 0.40% on the next $1,000,000 (from 1,000,001 to 2,000,000); and 0.30% on the assets above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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