BJ

Benjamin Paul Johnson

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

Financial Plan Fee:$5,000 - $75,000
Hourly Rate:$500 - $1,000/hr

Investment advisory fees are based on a percentage of assets under management, ranging up to 1.50% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting fees range from $5,000 to $75,000 on a fixed fee basis, or $500 to $1,000 hourly. Family office services are either included in investment management fees or charged a separate fixed fee up to $300,000. Retirement plan advisory fees range from 0.20% to 0.50% annually.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Aurora, IL

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Regulatory 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.

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Other Business Activities

Benjamin is a partner at Summit Trails Advisors LLC, a registered investment advisor, since 2015. He dedicates a full-time commitment to portfolio conservation.

Employment History
Current Registrations
Summit Trail Securities, LLCBroker
July 2017 - Present · 8 yrs 6 mos
Summit Trail Advisors, LLC
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Barclays Capital INC.
January 2009 - July 2015 · 6 yrs 6 mos
Barclays Capital INC.Broker
September 2008 - July 2015 · 6 yrs 10 mos
Lehman Brothers INC.
March 2008 - October 2008 · 7 mos
Lehman Brothers INC.Broker
April 2007 - September 2008 · 1 yr 5 mos
Sanford C. Bernstein & Co., LLC Broker
August 2004 - April 2007 · 2 yrs 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.