Johnson Wealth Management, LLC

Johnson Wealth Management, LLC, established in August 2019, offers tailored investment management services, financial planning, and advisory services to various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities. The firm primarily provides discretionary portfolio management services, recommending investment company securities, ETFs, and individual stocks in limited circumstances. Continuous supervision and re-optimization of portfolios are conducted based on market conditions and client circumstances. Financial planning services include cash flow analysis, retirement analysis, portfolio analysis, education savings analysis, and estate analysis. JWML's investment philosophy is based on Modern Portfolio Theory and the Efficient Market Hypothesis. The firm manages over $6 million in client assets on a discretionary basis. Fees are charged quarterly based on a progressive fee schedule, with fees negotiable based on various factors. JWML does not accept performance-based fees and acts as a fiduciary, placing clients' interests first. Clients have investment discretion, with JWML providing annual reviews and updates to plans. The firm does not compensate for client referrals and does not maintain custody of client accounts. JWML encourages clients to review statements provided by the account custodian.