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
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.