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JOHNSON PRIVATE WEALTH MANAGEMENT, LLC
JOHNSON PRIVATE WEALTH MANAGEMENT, LLC is a highly reputable financial advisory firm that specializes in providing personalized financial solutions to its clients. With a team of experienced and knowledgeable advisors, the firm has built a strong reputation for helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Customized Financial Solutions: JOHNSON PRIVATE WEALTH MANAGEMENT, LLC understands that every client has unique financial needs and goals. Therefore, the firm provides customized financial solutions tailored to each client’s specific situation.
- Comprehensive Financial Planning: The advisors at JOHNSON PRIVATE WEALTH MANAGEMENT, LLC take a holistic approach to financial planning. They consider all aspects of a client’s financial life, including investments, taxes, insurance, and estate planning.
- Ongoing Support: The relationship between the firm and its clients does not end with the initial financial plan. The advisors at JOHNSON PRIVATE WEALTH MANAGEMENT, LLC provide ongoing support and regularly review and update the financial plan to ensure it remains aligned with the client’s goals and objectives.
Facts and Insights
As of 2021, JOHNSON PRIVATE WEALTH MANAGEMENT, LLC manages over $500 million in assets under management (AUM). The firm has a team of 10 advisors and has been in business for over 15 years. These numbers highlight the firm’s stability and experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 10 |
| 2020 | $450 million | 9 |
| 2019 | $400 million | 8 |
Financial Services Offered
- Investment Management
- Financial Planning
- Tax Planning and Preparation
- Retirement Planning
- Estate Planning
- Insurance Planning
Client Types
JOHNSON PRIVATE WEALTH MANAGEMENT, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm also caters to individuals who are planning for retirement or going through life transitions, such as a job change, marriage, or divorce.
Fees & Compensation
JOHNSON PRIVATE WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning the firm does not earn commissions or receive any other form of compensation from third parties. This structure ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest.
The firm’s fees are based on a percentage of the client’s AUM, and the rates may vary depending on the services provided. JOHNSON PRIVATE WEALTH MANAGEMENT, LLC is transparent about its fees and discloses them to clients before engaging in any financial planning or investment management services.
Background
The founder and CEO of JOHNSON PRIVATE WEALTH MANAGEMENT, LLC, Mark Johnson, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds a Masters in Business Administration (MBA) from a top business school. Mark and his team of advisors are committed to providing high-quality, personalized financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, JOHNSON PRIVATE WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions or sanctions from any regulatory bodies. Additionally, the firm’s advisors are held to a fiduciary standard, meaning they