How does the advisor help clients – Key Takeaways:
Johnson Capital Management, LLC is a trusted name in the financial industry, providing expert guidance and personalized services to help clients achieve their financial goals. With a team of experienced professionals and a strong commitment to client satisfaction, they offer a range of services to assist individuals and businesses in managing their wealth.
Facts and Insights
Here are some key facts and insights about Johnson Capital Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Johnson Capital Management, LLC has a strong track record of helping clients grow their wealth and manage their assets effectively. With half a billion dollars in assets under management, they have the expertise and resources to provide top-notch financial guidance.
Financial Services Offered
Johnson Capital Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the core services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Business succession planning
They also offer customized solutions tailored to clients’ individual objectives and financial situations.
Client Types
Johnson Capital Management, LLC serves individuals, families, and businesses of all sizes. Their client base includes high net worth individuals, retirees, business owners, and professionals who are looking for expert financial guidance to secure their financial future.
Fees & Compensation
Johnson Capital Management, LLC follows a fee-only compensation structure, which means they do not earn commissions or receive compensation from third-party products to avoid any potential conflicts of interest. They believe in providing transparent and unbiased financial advice to their clients without any hidden fees.
Background
Johnson Capital Management, LLC was founded in 2005 by financial expert John Johnson. With a passion for helping others achieve their financial goals, John and his team have built a successful firm that is highly respected in the industry. They have a proven track record of delivering results and building lasting relationships with their clients.
Financial Advisor Disclosures to Know
According to publicly available records, Johnson Capital Management, LLC has a flawless regulatory and compliance history. They are committed to maintaining the highest standards of ethics and integrity while providing exceptional financial services to their clients.