EW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
60 advisors
Number of Clients
2,460 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$9.1B
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| 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% |
Minimum annual fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Fees are negotiable and based on assets, service level, and complexity. The standard advisory fee schedule for individual clients starts at 1.00% on the first $2 million, decreasing to 0.60% on the balance, with a $5,000 minimum annual fee. Institutional client fees are negotiated. Clients also pay fees charged by Pershing LLC for certain services. Financial planning services are available separately for a negotiated fee.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information
Office location
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Johnson Wealth INC.
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
Cleary Gull INC.Broker
November 1998 - June 2016 · 17 yrs 7 mos
Cleary Gull Reiland & Mcdevitt INC.Broker
August 1995 - November 1998 · 3 yrs 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.