SJ

Sara Averette Johnson

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
300 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$500 - $50,000
Hourly Rate:$75 - $350/hr

Investment advisory fees are based on the market value of your assets under management. Financial planning fees are typically included in the investment management fees. If significant planning is required, separate fees are negotiable, ranging from $500 to $50,000 or more, hourly or retainer-based. Retirement plan service fees vary based on selected services and are either flat or based on asset value. Consulting fees range from $75 to $350 per hour.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
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Advisor Information

Office location

901 E. Cary St., Suite 210, Richmond, VA, 23219

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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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Employment History
Current Registrations
Southstate Advisory, INC.
January 2021 - Present · 5 yrs
Previous Registrations
Bb&t Securities, LLC
January 2018 - March 2020 · 2 yrs 2 mos
Bb&t Securities, LLCBroker
January 2018 - March 2020 · 2 yrs 2 mos
Bb&t Investment Services, INC.Broker
June 2013 - January 2018 · 4 yrs 7 mos
Bb&t Investment Services, INC.
June 2013 - January 2018 · 4 yrs 7 mos
Bb&t Securities, LLCBroker
January 2013 - June 2013 · 5 mos
Bb&t Securities, LLC
January 2013 - June 2013 · 5 mos
Scott & Stringfellow, LLC
August 2011 - January 2013 · 1 yr 5 mos
Clearview Correspondent Services, LLCBroker
May 2009 - August 2011 · 2 yrs 3 mos
Scott & Stringfellow, LLC
October 2008 - August 2011 · 2 yrs 10 mos
Scott & Stringfellow, LLCBroker
October 2007 - January 2013 · 5 yrs 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.