jb
Johnson Bixby
SEC-regulated
Registered investment advisor
Johnson Bixby is a financial advisor firm based in Vancouver, WA, established in 1998 and registered with the SEC since 2020. The firm is wholly owned by Heidi M. Johnson Bixby, CFP®. Johnson Bixby offers asset management services, financial planning, and consulting. Asset management services involve designing client portfolios with securities like stocks, bonds, mutual funds, and ETFs. The firm charges an annual fee up to 1.50% of assets under management, billed quarterly. Financial planning services are provided on an hourly, flat, or recurring fee basis. The firm may recommend Institutional Intelligent Portfolios ®, an online investment management platform. Johnson Bixby follows a fiduciary duty, acting in the client's best interest. The firm does not charge performance-based fees, engage in side-by-side management, or accept soft dollars exceeding SEC limits. Clients' assets are held at a qualified custodian, and the firm does not have custody of client funds. Johnson Bixby does not provide financial information in the brochure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting