Johnson Investment Counsel, INC.
Assets Under Management
$20.9B
Number of Clients
5,124
Number of Advisors
61
Average Client AUM
$4.1M
AUM per Advisor
$342.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Johnson Investment Counsel offers portfolio management, financial planning, selection of other advisers, pension consulting, and mutual fund services. They manage institutional separate accounts and may serve as a sub-adviser for mutual funds. Investment advice is tailored to clients' needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Some clients with established relationships prior to February 10, 2017, as well as some institutional accounts and family office accounts may be subject to a different fee schedule.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets managed (see table). Some clients with established relationships, institutional accounts, and family office accounts may be subject to a different fee schedule. The fee is billed semi-annually in arrears. Account values of family members can be combined to determine the applicable advisory fee. Johnson Mutual Funds held in portfolios will never be subject to both an advisory fee and the expense ratio of the fund. Financial planning fees are due upon completion of services rendered.
Areas of Practice
Location
3777 West Fork Road, Cincinnati, OH, 45247