Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
Fees are based on a percentage of assets under management for Wealth Management and Investment Management services, or fixed fees for Financial Planning Projects. Asset management fees are billed quarterly, in advance. The firm generally requires a minimum of $2 million of assets under management, corresponding to a minimum quarterly fee of $4,750 for Wealth Management Services. Financial planning projects are priced according to complexity, typically valued at $400-$600/hour.
Areas of Practice
Advisor Information
Office location
4966 El Camino Real, Suite 109, Los Altos, CA, 94022
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Robert a LymanRegulatory History
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 Lyman Wealth Advisors
State Registrations1 state
Exams
Additional Information
Rob is a graduate of Princeton University and holds a master's degree in engineering from the University of California, Berkeley. Professionally, he is active in the Silicon Valley chapter of the Financial Planning association (FPA), where he serves on the program committee and the National Association of Personal Financial Advisors (NAPFA), where he has been designated as a NAPFA-Registered Financial Advisor. Rob has trained other fee-only financial planners at several NAPFA conferences, including the 2005 West Region and South Region events. One of Rob's financial planning case studies has been used for the capstone course in financial planning at the University of Georgia. As a member of the National Association of Investor's Corp. (NAIC), Rob developed investor education curriculum and has taught investment classes for the San Francisco chapter. Rob also previously served as a mentor for the Silicon Valley Planned Giving Council's Incubator Program, helping local non-profits develop their planned giving strategies.