Facts and Insights
ROSSJOHNSON & ASSOCIATES, LLC is a renowned financial consulting firm that has been providing expert financial advice to clients for over 20 years. Led by a team of experienced and knowledgeable financial advisors, the firm has helped countless clients achieve their financial goals and secure their financial future. With a commitment to excellence and a deep understanding of the financial industry, ROSSJOHNSON & ASSOCIATES, LLC has become a trusted name in the world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Time in Business |
|——————————-|——————-|——————–|
| $500 million | 10 | Over 20 years |
Financial Services Offered
ROSSJOHNSON & ASSOCIATES, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The firm also provides customized financial solutions tailored to the specific needs of each client, ensuring that their financial goals are met efficiently and effectively.
Client Types
The firm caters to a diverse clientele, including high-net-worth individuals, families, and businesses. ROSSJOHNSON & ASSOCIATES, LLC understands that each client has unique financial needs and goals, and works closely with them to develop a personalized financial plan that meets their individual requirements.
Fees & Compensation
ROSSJOHNSON & ASSOCIATES, LLC operates on a fee-only basis, which means that the firm’s compensation is solely based on the services provided to the client. This ensures that the firm’s interests are aligned with the clients’ and eliminates potential conflicts of interest. The firm is transparent about its fees and offers competitive rates for its services.
Background
ROSSJOHNSON & ASSOCIATES, LLC was founded in 1999 by Ross Johnson, a seasoned financial advisor with over 30 years of experience in the industry. Since its inception, the firm has grown to become a leading financial consulting firm, known for its expertise, reliability, and dedication to its clients’ success.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROSSJOHNSON & ASSOCIATES, LLC is committed to maintaining the highest ethical standards and transparency in all its dealings with clients. The firm adheres to the fiduciary duty, which means that it always acts in the best interest of its clients and discloses any potential conflicts of interest. The firm also has a clear and comprehensive disclosure policy to ensure that clients are fully informed about the services provided and any associated fees or potential risks.
How does the advisor help clients – Key Takeaways:
– With over 20 years of experience in the financial industry, ROSSJOHNSON & ASSOCIATES, LLC has a deep understanding of the market and can provide expert financial advice to help clients achieve their goals.
– The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management, to help clients build and preserve their wealth.
– ROSSJOHNSON & ASSOCIATES, LLC operates on a fee-only basis, ensuring that the firm’s interests are aligned with the clients’ and eliminating potential conflicts of interest.
– The firm caters to a diverse clientele and works closely with each client to develop a customized financial plan that meets their individual needs.
– As a registered investment advisor, the firm adheres to the fiduciary duty and has a clear and comprehensive disclosure policy, ensuring transparency and maintaining the highest ethical standards in all its dealings with clients.