AM
CFP
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
2801 E. Enterprise Avenue, Suite 101, Appleton, WI, 54913
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.
October 2025 - Present · 3 mos
Previous Registrations
Annex Wealth Management, LLC
October 2024 - October 2025 · 1 yr
Creative Planning
October 2022 - September 2024 · 1 yr 11 mos
Wipfli Financial Advisors, LLC
July 2018 - October 2022 · 4 yrs 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.