Johnson Bixby

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Assets Under Management

$789.5M

Number of Clients

755

Number of Advisors

Average Client AUM

$1.0M

AUM per Advisor

$56.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Johnson Bixby offers asset management and financial planning & consulting services. They design portfolios to meet client goals and provide standalone financial planning services. They also offer portfolio management services using Institutional Intelligent Portfolios® software.

Fee Structure

Minimum Investment:$5K

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningReal Estate InvestingBusiness OwnersHigh Net Worth