How does the advisor help clients – Key Takeaways:
Johnston Investment Counsel, Ltd. is a financial firm that assists clients with managing their wealth and reaching their financial goals. With over 25 years of experience, they have a team of dedicated advisors who provide personalized and expert advice to their clients.
Facts and Insights
Johnston Investment Counsel, Ltd. has been in business since 1993 and is headquartered in Peoria, Illinois. They have a team of 10 advisors, including four certified financial planners (CFPs) and four chartered financial analysts (CFAs). Their investment philosophy focuses on long-term strategies and minimizing risk for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1993 | $1.2 billion | 10 |
Financial Services Offered
Johnston Investment Counsel, Ltd. offers a range of financial services to their clients, including:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
Johnston Investment Counsel, Ltd. works primarily with high-net-worth individuals and families, as well as institutions such as corporations, foundations, and endowments. They also serve clients across the country, not just in their local area.
Fees & Compensation
Johnston Investment Counsel, Ltd. charges a percentage of assets under management for their investment services, with rates varying based on the size of the portfolio. They also offer fixed-fee financial planning services for a one-time fee. They do not receive any commissions from product sales, ensuring that their advice is always in their clients’ best interest.
Background
The President and Chief Investment Officer of Johnston Investment Counsel, Ltd. is Charles C. “Gus”Gunther, who has over 40 years of experience in the investment industry. The firm’s advisors have a variety of designations and certifications, including CFAs, CFPs, and CPAs.
Financial Advisor Disclosures to Know
Johnston Investment Counsel, Ltd. has a clean record with the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA). They have no disclosures on file, indicating that they have a history of providing trustworthy and ethical financial advice to their clients.