Johnson Bixby provides investment advice and financial planning to individuals, trusts, estates, and businesses. Their services include designing and managing investment portfolios and creating financial plans covering retirement, estate, education, and tax planning. Johnson Bixby acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$790M
Clients755
Advisors15
Avg. per Client$1M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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