How does the advisor help clients – Key Takeaways:
Johnston Investment Advisory Services, LLC is a well-respected financial advisory firm that has been providing expert guidance and services to clients for many years. The firm has a team of experienced advisors who are dedicated to helping their clients achieve their financial goals.
Some key takeaways about how Johnston Investment Advisory Services, LLC helps their clients include:
- Personalized approach: The firm recognizes that every client has unique financial needs and goals. They tailor their services to meet the individual needs of each client, providing a personalized approach to financial planning.
- Comprehensive financial services: Johnston Investment Advisory Services, LLC offers a wide range of financial services to help clients manage their wealth and investments. This includes retirement planning, tax planning, estate planning, and more.
- Expertise and experience: With a team of highly skilled advisors, the firm offers expert guidance and advice based on years of experience in the financial industry. Their in-depth knowledge and expertise allow them to develop customized strategies that are tailored to each client’s unique situation.
Facts and Insights
Johnston Investment Advisory Services, LLC is a registered investment advisor founded in 1995. The firm is headquartered in New York and has offices in several other states, including California and Florida.
The following table provides publicly available numbers for the assets under management, number of advisors, and time in business:
| Assets Under Management | $1.2 billion |
|---|---|
| Number of Advisors | 12 |
| Time in Business | 26 years |
Financial Services Offered
Johnston Investment Advisory Services, LLC offers a wide range of financial services to help clients manage their wealth and investments. Some of the services they offer include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance services
- Education planning
- Wealth transfer
Client Types
Johnston Investment Advisory Services, LLC works with a diverse range of clients, including high net worth individuals, families, and businesses. Their clients come from various backgrounds and have different financial goals, and the firm is dedicated to providing tailored services to each one.
Fees & Compensation
Johnston Investment Advisory Services, LLC operates on a fee-only basis, meaning they only earn fees from clients and do not receive any commissions or incentives for recommending specific investments. This fee structure ensures that the firm’s interests are aligned with their clients’ best interests.
The firm’s fees are typically based on a percentage of assets under management, and they are transparent about their fees, disclosing them to clients before any services are provided.
Background
The firm was founded in 1995 by John Johnston, a highly experienced financial advisor with over 30 years of experience in the industry. He built the firm with the goal of providing personalized and high-quality financial services to clients.
The firm’s team of advisors includes CFA charterholders, certified financial planners, and other licensed professionals who bring a wealth of knowledge and experience to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, Johnston Investment Advisory Services, LLC is required to disclose any potential conflicts of interest to clients. The firm is committed to transparency and will always disclose any potential conflicts of interest to clients before providing any services.
Additionally, the firm has a fiduciary duty to act in their clients’ best interests at all times.