Assets Under Management
$9.1B
Number of Clients
2,460
Number of Advisors
60
Average Client AUM
$3.7M
AUM per Advisor
$151.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Johnson Wealth offers tailored investment advisory services based on client goals. Services include analysis, asset allocation, investment policy, research, and manager selection. They manage accounts on a discretionary or non-discretionary basis, investing in mutual funds, ETFs, stocks, fixed income, and alternative investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202