Johnson Wealth INC.
Assets Under Management
$9.1B
Number of Clients
2,460
Number of Advisors
60
Average Client AUM
$3.7M
AUM per Advisor
$151.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Johnson Wealth Inc. offers tailored investment advisory and consulting services to various clients, including high-net-worth individuals, families, and institutions. Services include analysis, asset allocation, investment policy development, and manager selection. They manage accounts on both discretionary and non-discretionary bases.
Fee Structure
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
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
Location
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202