Top financial advisors in Grand Forks, ND
We’ve curated a list of the best financial advisors in Grand Forks, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$169,427,001
Number of advisors
1 advisors
| $169,427,001 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Grand Forks, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Forks. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$169,427,001 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Grand Forks, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Forks. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.