JJ

Jill Marjorie Johnson

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
150 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$10,000

Corundum Group is primarily compensated through advisory fees based on a percentage of assets under management. However, they also offer hourly and flat fee arrangements. The standard AUM fee is 1%, and fees are negotiable based on account size, complexity, investment products used, level of specialized services, and historical relationship. There is a minimum annual fee of $10,000. Clients terminating separately managed accounts receive a pro-rata refund of unearned fees.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

1 South Nevada, Suite 200, Colorado Springs, CO, 80903

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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

Jill is a director at Corundum Trust Company, LLC, providing trust services since 2022. She spends minimal time on this investment-related activity.

Employment History
Current Registrations
Corundum Group, INC.
October 2012 - Present · 13 yrs 3 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Jill Marjorie Johnson - Financial Advisor | AdvisorDiscover