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Financial Advisory Services

Our Portfolio Managers offer personal investment management and financial planning, primarily to clients who have at least $500,000 in investable assets.
Johnson Investment Counsel offers personal investment services that help clients plan for and reach their financial goals.

Thinking Big. Planning Bigger.

The Financial Advisory Services division of Johnson Investment Counsel’s Private Client Group provides investment management and financial planning, primarily to individuals and families that have at least $500,000 in investable assets. Since our founding, Johnson Investment Counsel has embraced our fiduciary duty to always place our clients’ interests first.

The Investment Advisory Firm with a Personal Touch

We work closely with you to understand your unique needs, knowing that each situation is different. We then develop and implement strategies to achieve your goals. Whether navigating your retirement or padding a nest egg for the future, we have the experience and expertise to help. And the relationships we build are personal — you can see this in our strong client loyalty and employee continuity.

Our Portfolio Managers Are Here for You

Each of our client relationships is led by a Portfolio Manager, who holds a Certified Financial Planner designation. Our Portfolio Managers tap into Johnson Investment Counsel’s many resources to help meet your needs. In addition to our internal research department, we also have our own private trust company, Johnson Trust Company, to provide additional expertise and service.

Typical Client Profile

Our clients value a tailored financial plan and investment strategy, as well as the comfort of having an advisor who knows them, knows their family, and is committed to doing what’s in their best interests.

Services We Offer

Services offered include: Estate Planning, Investment Management, Goal Based Planning, Retirement Planning, Insurance Analysis & Income Tax Planning.

If you have questions or want to learn more about our Financial Advisory Services, please contact one of our Portfolio Managers to arrange for a complimentary meeting and an assessment of how we can help you develop a tailored wealth management plan.

How We’re Compensated

Our simple fee-only compensation model is an asset-based fee that is lower than many alternatives within our industry. Our fees are tiered, and fee rates decline as your assets grow. Please contact us for a full description of our fee schedule.