Johnson Lyman Wealth Advisors
Assets Under Management
$168.1M
Number of Clients
55
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$84.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Johnson Lyman Wealth Advisors provides personalized financial planning and investment management services. They are a fee-only firm and do not sell commissioned products. Services include wealth management, investment management, and financial planning projects. They also offer advisory services to qualified retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.00% |
| $5M+ | 0.60% |
Fee Estimator
Fees are based on a percentage of assets under management for Wealth Management and Investment Management services, or fixed fees for Financial Planning Projects. Asset management fees are billed quarterly, in advance. The firm generally requires a minimum of $2 million of assets under management, corresponding to a minimum quarterly fee of $4,750 for Wealth Management Services. Financial planning projects are priced according to complexity, typically valued at $400-$600/hour.
Areas of Practice
Location
4966 El Camino Real, Suite 109, Los Altos, CA, 94022
