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TOM JOHNSON INVESTMENT MANAGEMENT, LLC is a financial advisory firm that is dedicated to providing expert financial advice to its clients. They offer a wide range of services to help clients achieve their financial goals, including investment management, retirement planning, and wealth management.
Their team of experienced advisors use their financial expertise to guide clients through various financial decisions and provide personalized solutions that align with their unique financial needs and objectives. TOM JOHNSON INVESTMENT MANAGEMENT, LLC strives to build long-term relationships with their clients and provide them with the tools and resources they need to make informed financial decisions.
Facts and Insights
With over $500 million in assets under management, TOM JOHNSON INVESTMENT MANAGEMENT, LLC has a proven track record of helping clients grow and manage their wealth. They have a team of 10 dedicated advisors who are committed to providing the best possible financial advice and service to their clients. The firm has been in business for 15 years and has established a strong reputation for its expertise and personalized approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
TOM JOHNSON INVESTMENT MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals. Some of their key services include:
- Investment management
- Retirement planning
- Wealth management
- Tax planning
- Estate planning
Client Types
As a full-service financial advisory firm, TOM JOHNSON INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- Professionals
- Retirees
Fees & Compensation
TOM JOHNSON INVESTMENT MANAGEMENT, LLC operates on a fee-only basis, meaning they do not earn commissions on any products they recommend to their clients. This ensures that their advisors always act in the best interest of their clients and eliminates any potential conflicts of interest.
The firm’s fees are based on a percentage of assets under management, and they are transparent about their fee structure. Clients can also opt for a flat fee or hourly rate, depending on their specific financial needs and goals.
Background
TOM JOHNSON INVESTMENT MANAGEMENT, LLC was founded in 2005 by Tom Johnson, a seasoned financial advisor with over 25 years of experience in the industry. The firm is headquartered in New York and has expanded to serve clients across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, TOM JOHNSON INVESTMENT MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. They are also required to disclose any potential conflicts of interest and fully disclose all fees and compensation.
In addition, the firm has a clean record with financial regulatory authorities, indicating its commitment to ethical and responsible financial practices.
In conclusion, TOM JOHNSON INVESTMENT MANAGEMENT, LLC is a reputable and reliable financial advisory firm that provides expert financial advice and personalized solutions to help clients achieve their financial goals. With a team of experienced advisors and a range of services, the firm is well-equipped to meet the diverse needs of its clients and guide them towards financial success.