Stephen Johnson and Emily White, co-founders of JOHNSON & WHITE WEALTH MANAGEMENT LLC, are highly experienced and knowledgeable financial advisors. With a combined industry experience of over 40 years, their goal is to provide comprehensive wealth management solutions to their clients.
How does the advisor help clients – Key Takeaways:
Johnson & White Wealth Management LLC offers personalized financial planning services to clients, helping them achieve their long-term financial goals. The key takeaways of their services include:
- Creating customized investment strategies based on the client’s risk tolerance and financial objectives
- Offering comprehensive financial planning services, including retirement planning, tax planning, and estate planning
- Regular portfolio reviews and rebalancing for optimal performance
- Ongoing support and guidance to help clients make informed financial decisions
Facts and Insights
Here are some interesting facts and insights about JOHNSON & WHITE WEALTH MANAGEMENT LLC:
- Assets under management: $200 million, according to the most recent SEC filing
- Number of advisors: 2
- Time in business: Over 10 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | 200 | 2 |
| 2020 | 175 | 2 |
| 2019 | 150 | 2 |
Financial Services Offered
JOHNSON & WHITE WEALTH MANAGEMENT LLC offers a range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
- Education planning
Client Types
JOHNSON & WHITE WEALTH MANAGEMENT LLC serves a variety of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Families
- Young professionals
- Couples
Fees & Compensation
JOHNSON & WHITE WEALTH MANAGEMENT LLC charges a fee based on a percentage of assets under management, typically between 1-2%. This means that the more assets a client has under management, the more they will pay for the services. They do not receive any commissions for recommending specific investments, ensuring their advice is unbiased and in the best interest of the client.
Background
Stephen Johnson and Emily White, the co-founders of JOHNSON & WHITE WEALTH MANAGEMENT LLC, have extensive backgrounds in the financial industry. Stephen has been a financial advisor for over 20 years and holds various professional certifications, including the Certified Financial Planner (CFP®) designation. Emily has been in the industry for over 15 years and specializes in retirement planning and wealth preservation. Both are dedicated to continuing education and keeping up with the latest industry trends to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important for clients to be aware of any potential conflicts of interest or disciplinary actions. Currently, JOHNSON & WHITE WEALTH MANAGEMENT LLC does not have any disclosures to report.