Johnson Investment Counsel, Inc.: A Trusted Financial Expert for Clients
Johnson Investment Counsel, Inc. is a leading financial advisory firm that has been providing expert financial services to clients for over 50 years. With a team of experienced and knowledgeable advisors, Johnson Investment Counsel, Inc. is dedicated to help clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
– Johnson Investment Counsel, Inc. offers a wide range of financial services to help clients with their investment and financial needs.
– The firm has a team of experienced advisors who provide personalized and tailored advice to each client.
– Johnson Investment Counsel, Inc. has a long-standing reputation for providing unbiased and objective financial advice to its clients.
– The firm’s commitment to transparency and client education makes it a trusted financial expert for clients.
Facts and Insights
Founded in 1965, Johnson Investment Counsel, Inc. has grown to be one of the largest independent investment advisory firms in the Midwest. With over $13 billion in assets under management, the firm serves individual, institutional, and corporate clients across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Description | Numbers |
| ———————- | —————————– |
| Assets Under Management | $13 billion |
| Number of Advisors | Over 100 |
| Time in Business | Over 50 years |
Financial Services Offered
Johnson Investment Counsel, Inc. offers a full range of financial services to meet the diverse needs of its clients. These services include:
– Investment Management
– Financial Planning
– Retirement Planning
– Estate Planning
– Tax Planning
– Risk Management
– College Planning
Client Types
The firm caters to a wide range of clients, including individuals, families, institutions, and corporations. The team at Johnson Investment Counsel, Inc. has the expertise and experience to serve the unique financial needs of each client.
Fees & Compensation
The firm’s fees are based on a percentage of assets under management, ensuring that the interests of the firm and the clients are aligned. The firm also offers a fee-only option for clients who prefer a more transparent approach to fees.
Background
Johnson Investment Counsel, Inc. was founded in 1965 by Philip Johnson with the belief that personalized and unbiased financial advice can make a significant difference in the lives of clients. The firm has maintained this philosophy throughout the years and continues to put clients’ interests first.
Financial Advisor Disclosures to Know
As a registered investment advisor, Johnson Investment Counsel, Inc. follows all compliance regulations set by the Securities and Exchange Commission (SEC). The firm also discloses any potential conflicts of interest to clients and ensures full transparency in all its financial dealings.
In conclusion, Johnson Investment Counsel, Inc. is a reputable and trusted financial expert that provides a wide range of financial services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to transparency, the firm is dedicated to helping clients secure their financial future.