Johnson Sterling, INC.
Assets Under Management
$3.3B
Number of Clients
388
Number of Advisors
6
Average Client AUM
$8.6M
AUM per Advisor
$556.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Johnson+Sterling, Inc. (JS) offers investment advice and pension consulting to individuals, institutions, and retirement plans. Services include discretionary portfolio advice, nondiscretionary advisory service, and investment consultation. JS tailors services to client needs and goals, with a focus on building diversified portfolios.
Fee Structure
Fees vary based on the service category and scope of duties, including retainer, flat, hourly, and asset-based fees. For discretionary portfolio service, fees can be up to 0.50% annually, subject to a $500 minimum. Hourly rates for nondiscretionary and consultation services range from $85 to $500 per hour, with a $500 minimum annual fee. Fees are negotiable and agreed upon in writing in advance. Clients using 55ip are not charged any additional fees.
Areas of Practice
Location
820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209