Johnson Wealth Management, LLC
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Overview
Johnson Wealth Management, LLC is located at 322 Demers Avenue, Grand Forks, ND. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Johnson Wealth Management, LLC is not a registered broker-dealer.
Johnson Wealth Management, LLC oversees $196.9 million in assets under management across 444 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Johnson Wealth Management, LLC includes asset-based, hourly, and fixed fees. The firm has 81 high net worth clients.
Johnson Wealth Management, LLC is registered in the states of Arizona, Minnesota, and North Dakota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Johnson Wealth Management, LLC by the Numbers
$196.9 million
2
444
$443.4 thousand
Products and Services
Johnson Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. In the last fiscal year, Johnson Wealth Management, LLC provided 45301 of its accounts with financial planning services. It does not sell products or offer services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually depend on which services are provided. Fees billed by Johnson Wealth Management, LLC may include any combination of the following fee types: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors, high net worth investors, and charitable organizations. Out of its 3 clients, Johnson Wealth Management, LLC's largest client type by number of accounts is high net worth investors, though it also manages money for 81 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 54.36%
- Other Individuals - 42.28%
- Corporations - 0%
- Charitable Organizations - 3.36%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Johnson Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Johnson Wealth Management, LLC
Grand Forks, ND
Grand Forks, ND
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.