Marc
Johnston

The Bedminster Group

CRD#2786668
Investment Advisor
in Okatie, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marc Johnston is a certified financial planner and chartered financial consultant operating out of Okatie, South Carolina. Johnston currently works for The Bedminster Group. During their career, Johnston has held roles at Re Investment Corporation, Nreca and Re Advisers Corporation. Johnston has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in South Carolina and Texas. The Bedminster Group is a business headquartered in Okatie, SC. The investment advisory business has just two people on staff. It administers $158 million in assets across its 705 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 705 client accounts, 40% are associated with high-net-worth investors who have more than $1 million in investable assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually vary depending on which service is provided. Fee types charged by The Bedminster Group likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

36 William Pope Dr Ste 201
Okatie, SC 29909

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Bedminster Group Brokerage Details

Total Assets Under Management

$157,707,071

SC Average: $646,059,043
Total Number of Employees

2

SC Average: 13
Total Number of Accounts

705

SC Average: 661
Average Account Size

$223,698

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Marc Johnston Work History

Marc has been registered as a financial advisor for 0 years.*

2001 - Present (23 years)

Re Investment Corporation

2015 - 2021 (6 years)

Re Advisers Corporation

2015 - 2015 (< 1 year)

Nreca

2013 - 2015 (2 years)

Nreca

2013 - 2015 (2 years)

Re Advisers Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marc Johnston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Bedminster Group

Eugene Balerna
Okatie, SC
Marc Johnston
Okatie, SC

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started