PWJohnson Wealth & Legacy offers personalized financial planning and investment management to individuals, pension plans, trusts, estates, charities, and small businesses. As a fee-only firm, PWJohnson does not sell financial products for commissions. Services include financial goal setting, cash flow management, tax strategies, risk management, education planning, retirement planning, estate planning, investment planning, and portfolio management. The firm also provides educational workshops.
Assets Under Management$64M
Clients60
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Subject to a minimum annual fee of $6,250 (paid in quarterly installments).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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