Johnson Bixby
Assets Under Management
$789.5M
Number of Clients
755
Number of Advisors
14
Average Client AUM
$1.0M
AUM per Advisor
$56.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Johnson Bixby offers asset management and financial planning & consulting services. Asset management includes designing and monitoring client portfolios. Financial planning covers investment, retirement, estate, tax, and insurance planning. They also offer Institutional Intelligent Portfolios®.
Fee Structure
Fees for asset management and Institutional Intelligent Portfolios® are negotiable, but will not exceed 1.50% annually, billed quarterly in advance. Financial planning & consulting fees are charged hourly (up to $500/hour), flat (up to $7,500), or recurring (up to $20,000 annually). Clients paying $6,000 or more in annual advisory fees for asset management or Institutional Intelligent Portfolios® receive ongoing financial planning & consulting with no additional charges unless disclosed in advance. A minimum investment of $5,000 is required for Institutional Intelligent Portfolios®.
Areas of Practice
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660