Johnson Sterling, Inc.

Johnson+Sterling, Inc. is an independent, fee-based investment adviser founded in 1976, serving clients nationwide. The firm offers discretionary and nondiscretionary investment advisory and management services for various account types, including taxable, tax-deferred, and IRA accounts. Johnson Sterling Asset Management caters to individuals and institutions, while Johnson Sterling Retirement Services focuses on retirement plans for employers and employees. The firm primarily advises on U.S. mutual funds and other registered investment advisers. Clients can choose from discretionary portfolio advice, nondiscretionary advisory service, or investment consultation service. Johnson+Sterling, Inc. manages $471 million in discretionary assets and $2.865 billion in nondiscretionary assets as of December 31, 2024. Fee structures vary based on service category and may include asset-based fees, flat fees, or hourly rates. The firm is a fiduciary, acting in clients' best interests, and does not charge performance-based fees. Clients have investment discretion options, and the firm follows a structured investment process to build diversified portfolios aligned with clients' long-term goals. Johnson+Sterling, Inc. does not accept soft-dollar benefits and maintains a strict Code of Ethics. The firm does not have any disciplinary events to disclose and does not accept or maintain custody of client assets. Clients receive regular account reviews and may delegate proxy voting responsibilities to the firm.