Johnson & White Wealth Management LLC

Johnson & White Wealth Management, LLC, established in May 2014, offers personalized financial planning and investment management services to individuals, trusts, foundations, pensions, and corporations. Clients must invest a minimum of $250,000, which may be waived at the firm's discretion. Asset management services can be provided on a discretionary or non-discretionary basis. Discretionary services involve monitoring accounts, making necessary changes, and executing trades, with clients receiving confirmations and statements. Non-discretionary services require client approval before changes are made. The firm may recommend incorporating non-advisory financial products into clients' portfolios, such as insurance, at the client's discretion. Fees range from 0.00% to 1.25% annually, with hourly financial planning fees ranging from $250 to $400. Clients may engage the firm for project-based advice. The firm does not charge performance-based fees and serves various client types, including individuals and corporations. Investment strategies are tailored to individual client objectives, with a focus on asset allocation and risk management. The firm discloses various risks associated with investing, including political, market, currency, and regulatory risks, among others. Clients are encouraged to review account statements and confirmations provided by the custodian, Schwab Advisor Services. JWWM has no disciplinary history and does not compensate non-advisory personnel for client referrals. The firm has custody of client funds for fee collection and may accept standing letters of authorization for distributions. Clients can grant investment discretion to JWWM, allowing the firm to make changes to their portfolios as needed.