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Expert Financial Advice from JOHNSON INVESTMENT PARTNERS, LLC
How does the advisor help clients – Key Takeaways:
Johnson Investment Partners, LLC is a trusted financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced professionals and a proven track record of success, they offer a wide range of services and strategies to meet the unique needs of their clients.
Key Takeaways:
- Comprehensive financial advice and services
- Experienced team of professionals
- Personalized strategies to meet client’s goals
Facts and Insights
Since its establishment in 2005, Johnson Investment Partners, LLC has been providing exceptional financial advice to its clients. The firm is committed to helping individuals, families, and businesses navigate the complex world of finance and make informed decisions for their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
Johnson Investment Partners, LLC offers a comprehensive range of financial services including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Business Succession Planning
Client Types
The firm serves a diverse range of clients including:
- Individuals and Families
- Small Business Owners
- Corporate Executives
- Retirees
Fees & Compensation
At Johnson Investment Partners, LLC, client’s best interests are always the top priority. The firm operates on a fee-based compensation structure, which means they are only compensated when clients see positive results in their financial plans. This fee structure ensures that the interests of the clients and the firm are aligned.
Background
Johnson Investment Partners, LLC was founded by John Johnson, a highly experienced financial advisor with over 25 years of experience in the industry. He leads a team of dedicated advisors who are committed to providing personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
Johnson Investment Partners, LLC 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. Additionally, the firm’s advisors have a clean record with no disciplinary actions or regulatory sanctions.