Johnson Wealth Management, LLC, a small investment advisory firm based out of Grand Forks, ND, is dedicated to helping clients achieve their financial goals. With over 50 individual clients, they manage an impressive portfolio of assets totaling more than $169,427,000.
While specializing in high net worth individuals, Johnson Wealth Management also has the capability to expertly manage employer funds. All assets under their management are discretionary, ensuring that clients' investments are handled with the utmost care and expertise.
The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This allows them to tailor their services to meet each client's unique needs and preferences.
With a team of one highly experienced employee, Johnson Wealth Management provides personalized investment advisory services to all of their clients. The firm prides itself on its exceptional level of service and commitment to building long-term relationships with their clients.
Derrick Johnson, one of the firm's longest-tenured registered advisors, has been with Johnson Wealth Management since 2014. His expertise, combined with the firm's comprehensive approach to wealth management, ensures that clients receive sound financial guidance and strategies.
Johnson Wealth Management's average assets under management per investment advisor, approximately $169,430,000, exceeds the industry average, further highlighting their commitment to excellence. With a strong track record and a focus on delivering exceptional results, Johnson Wealth Management stands out as a trusted partner in helping clients navigate the complexities of the financial markets and achieve their financial objectives.