Johnson Wealth Inc.

Johnson Wealth Inc. is an investment advisory firm under the Johnson Financial Group, providing services to high-net-worth individuals, families, organizations, and entities since 2003 (with predecessor firms dating back to 1987). With approximately $7.4 billion in discretionary assets and $1.7 billion in non-discretionary assets as of December 31, 2024, Johnson Wealth tailors investment strategies to individual client needs. They offer discretionary and non-discretionary advisory services, focusing on asset allocation, investment policy development, and fund selection. Clients can negotiate specific services and restrictions. The firm primarily manages accounts on a discretionary basis, making investment decisions guided by client policies. Johnson Wealth also offers pre-retirement planning services, including managing accounts through 401(k) plans. Fees are negotiable based on assets and services, with a tiered fee structure starting at 1.00% for the first $2 million. Clients may pay additional fees for third-party services and investments. The firm acts as a fiduciary, with a Code of Ethics ensuring client interests are prioritized. Johnson Wealth discloses affiliations, potential conflicts of interest, and maintains oversight committees to manage conflicts and ensure fair treatment of clients. They provide detailed information on methods of analysis, investment strategies, risk factors, custody practices, and voting client securities. The firm has no disciplinary events to disclose and maintains sound financial standing.