Johnson Financial Group

Financial Advisor in Racine County, WI

Firm Info
Address: 5901 Durand Ave, Racine, WI 53406, USA
Phone: (262) 554-6500

Firm Size
Assets Under Management: $2.2 billion
# of Advisors: 17
# of Clients: 763
Client to Advisor Ratio: 45:1
Average Account Size: $2.8 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Johnson Financial Group LLC Overview

JOHNSON FINANCIAL GROUP LLC is a registered investment advisory firm that has been in business since 2014. The company is headquartered in Denver, CO and operates on a fee-only basis. As an investment advice-only firm, they offer a variety of services to help their clients manage their finances and investments. One of the key services provided by JOHNSON FINANCIAL GROUP LLC is financial planning. They work with individuals and small businesses to create customized financial plans that are tailored to their unique needs and goals. They also offer portfolio management services for these clients, which can help to optimize returns and minimize risk. In addition to working with individual clients, JOHNSON FINANCIAL GROUP LLC also manages pooled investment vehicles and provides portfolio management services for businesses and institutional clients. They have an extensive network of advisors and can help clients select other advisors as needed. Finally, JOHNSON FINANCIAL GROUP LLC offers family office services, which can be especially helpful for high net worth individuals and families. These services can include everything from estate planning and tax optimization to charitable giving and educational planning for future generations. Overall, the firm provides a comprehensive suite of services designed to help clients achieve their financial goals and manage their wealth over the long term.

JOHNSON FINANCIAL GROUP LLC provides a wide range of financial services to clients across various fields. The firm serves individuals and high net worth individuals, along with charitable organizations that seek guidance and support in managing their finances. The firm works closely with clients to understand their specific goals and aspirations to ensure that their financial plans are designed according to their unique needs. When it comes to fee structure, JOHNSON FINANCIAL GROUP LLC offers clients a wide range of options based on the services they desire. Typically, clients can opt for percentage-based compensation for managing their assets under management (AUM), or opt for a fixed fee, depending on what suits them best. The percentage of AUM fee structure involves clients paying a percentage of their assets invested under JOHNSON FINANCIAL GROUP LLC's management, while fixed fees include a predetermined fee that clients pay for specific services. Ultimately, JOHNSON FINANCIAL GROUP LLC strives to provide clients with flexible fee structures that reflect the unique needs and requirements of each individual client.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Johnson Financial Group LLC, as stated in their Part 2 Brochure, is generally $30 million. However, they do specify that this minimum account size can be waived at their sole discretion.

How This Office Can Help Racine County, WI Residents

Johnson Financial Group provides a variety of financial services designed to help clients in Racine County, WI, including investment management, trust and estate planning, private banking, and insurance services. The group understands the complex financial situations that people in Racine County may face, such as saving for retirement, planning for education expenses, or managing debt. They provide personalized, comprehensive plans based on clients' individual needs and goals to help them navigate these challenges. Additionally, Johnson Financial Group offers a range of resources and educational materials to help clients make informed decisions and stay up to date on market trends and financial news. Overall, the group's goal is to help clients achieve financial security and peace of mind for themselves and their families.

To view the Minimum Investment and Fee Schedule for Johnson Financial Group LLC, visit their Part 2 Brochure.

Services Offered by Johnson Financial Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Johnson Financial Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5901 Durand Ave, Racine, WI 53406, USA
Phone (262) 554-6500
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat 9 AM–12 PM
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 1144 FIFTEENTH STREET, SUITE 3950, DENVER, CO 80202, United States

This firm has no other locations.

State Registrations

Johnson Financial Group LLC is registered to service clients in the following states:

  • Colorado
  • Kansas
  • Maryland
  • Nebraska
  • New York
  • Oklahoma
  • Texas
  • Virginia

Disciplinary History

Johnson Financial Group LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs