Johnson Lyman Wealth Advisors offers personalized financial planning and investment management services. They work with individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Johnson Lyman is a fee-only firm, meaning they don't sell financial products or receive commissions. They provide wealth management, investment management, and financial planning projects. They collaborate with other professionals like lawyers and accountants.
Assets Under Management$200M
Clients57
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.00% |
| $5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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