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Johnson Wealth Inc.
Milwaukee, Wisconsin
5.0
3 Reviews
Johnson Wealth Inc. is a well-established regional investment advisory firm headquartered in Milwaukee, WI. With 11 strategically located offices, they cater to a diverse client base throughout the region. Boasting a team of 109 dedicated professionals, Johnson Wealth Inc. prides itself on delivering exceptional investment advisory services to its clientele.
Among their employees, 51 highly skilled individuals specialize in providing expert investment advice, ensuring that clients receive personalized and tailored solutions. With an average of approximately $151,890,000 in assets under management per investment advisor, Johnson W...see more
Assets Under Mgmt
$7.75B
Investment Professionals
51
Locations
10
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Johnson Wealth Inc.
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