About Johnson Dunn Capital Advisors, Inc.
Johnson Dunn Capital Advisors, Inc. is an independent financial advisor firm that has been established to provide expert financial advisory services to its clients. The firm is committed to guiding its clients towards their financial goals through strategic planning and prudent management of their assets. With years of experience in the financial industry, Johnson Dunn Capital Advisors, Inc. offers a wide range of financial services and caters to various client types.
How does the advisor help clients – Key Takeaways:
- Strategic financial planning to achieve financial goals
- Expertise in managing and growing assets
- Wide range of financial services offered
- Dedicated and experienced advisors
- Catering to various client types
Facts and Insights:
Johnson Dunn Capital Advisors, Inc. has been in business for over 10 years, providing exemplary financial services to its clients. The firm has a team of dedicated and experienced advisors who have a deep understanding of the financial market and its trends. This enables them to offer expert advice and guide clients towards making informed financial decisions. With a strong client base and a proven track record, Johnson Dunn Capital Advisors, Inc. has become a trusted name in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
Client Types:
- Individuals
- Families
- Business Owners
- Non-profit Organizations
Fees & Compensation:
Johnson Dunn Capital Advisors, Inc. believes in maintaining transparency with its clients and does not have any hidden fees. The firm primarily charges a percentage of assets under management as a fee, with the exact percentage varying based on the client’s portfolio and services utilized. The firm may also charge a one-time fee for certain services, such as retirement planning and estate planning. The advisors at Johnson Dunn Capital Advisors, Inc. do not receive commissions for any products sold, ensuring that their recommendations are solely based on the client’s best interests.
Background:
The founder and CEO of Johnson Dunn Capital Advisors, Inc., John Johnson, has over 20 years of experience in the financial industry. With a passion for helping people achieve their financial goals, John established the firm with a team of like-minded and experienced advisors. The firm has grown steadily over the years, thanks to its dedication towards providing top-notch financial services to clients.
Financial Advisor Disclosures to Know:
Johnson Dunn Capital Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of its clients and avoid any conflicts of interest. The firm’s Form ADV, which includes information about its services, fees, and client relationships, is available on the SEC’s website.