Willis Johnson & Associates, INC.
Assets Under Management
$1.4B
Number of Clients
516
Number of Advisors
21
Average Client AUM
$2.8M
AUM per Advisor
$67.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Willis Johnson & Associates, Inc. (WJA) is a wealth management firm founded in 1996, specializing in comprehensive financial planning and investment management for corporate professionals and executives. WJA uses a four-step Continuously Planning approach, offering services like retirement planning, tax planning, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Minimum Household Assets under Management is $750,000. Clients below this threshold will be billed a minimum fee of $2,063 per quarter. Fees are negotiable based on complexity, specific situations and outside circumstances.
Fee Estimator
WJA charges a quarterly fee based on a percentage of your assets under management (AUM). See the fee table for specific rates. The minimum household AUM is $750,000; clients below this threshold will be billed a minimum fee of $2,063 per quarter. Fees are negotiable based on complexity and specific situations. Tax preparation and planning services are offered for a separate fee, detailed in a separate agreement.
Areas of Practice
Location
5847 San Felipe, Suite 1500, Houston, TX, 77057