Thinking Big. Planning Bigger.
The Access division of Johnson Investment Counsel’s Private Client Group provides investment management and financial planning to individuals and families with up to $1,000,000 in investable assets. Since our founding, Johnson Investment Counsel has embraced our fiduciary duty to place our clients’ interests first.
The Investment Advisory Firm with a Personal Touch
We work with you to understand your unique needs and objectives, knowing that each situation is different. We then develop and implement strategies to achieve your goals. Whether navigating the years in retirement, or making sure your nest egg is big enough to retire someday, we have the experience and expertise to help. It’s more than helping you get from point A to point B. We develop personal relationships that go far beyond business. You can see this in our strong client loyalty and exceptional record of employee continuity.
Our Team Is Here for You
Our team taps 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.
Our Typical Client Profile
We work with clients who value a relationship with a firm that is committed to providing consistent, effective service. Our clients want the peace of mind that comes with a tailored financial plan and investment strategy. They appreciate the comfort of working with a firm that is committed to doing what’s in their best interests. Many clients tell us they trust that if something happens to them, their spouse and family will be in good hands. While most of our clients are retirees or those nearing retirement, we have a substantial number of clients who are in the stage of building assets for the future.
Services We Offer
If you have questions or want to learn more about Access, please contact one of our team members 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.