Johnson Wealth Management, LLC

Johnson Wealth Management, LLC is a fee-only financial planning and investment management firm established in 2002. They do not sell commissioned products and provide services to individuals, pension plans, trusts, and more. Clients have control over their assets, with JWM placing trades under limited power of attorney. The firm offers financial planning, investment management, and pension consulting services. Fees are based on hourly rates, a percentage of assets under management, or fixed fees. The minimum account size is $500,000, with exceptions for certain clients. JWM uses Modern Portfolio Theory for investment strategies, focusing on passively managed funds. They emphasize risk management and provide detailed information on various investment risks. The firm has no legal or disciplinary events, and employees adhere to a Code of Ethics. JWM does not receive soft dollars and does not vote proxies on client securities. They have a Business Continuity Plan in place for disaster recovery and maintain an information security program. Clients receive periodic reports and net worth statements. JWM does not act as a custodian for client assets.