Hands-on Guidance for All of Life's Journey
The Wealth Advisory Services division of Johnson Investment Counsel's Private Client Group provides integrated wealth management services on a fee-only basis, primarily to individuals and families that have in excess of $1 million of investable assets. From the day Johnson Investment Counsel opened its doors, we put the greatest focus on our clients and their goals.
Wealth Management: How We Work with You
Our Portfolio Managers (most of whom are Certified Financial Planners or
Chartered Financial Analysts) will help you develop a tailored, fully integrated,
wealth management plan, the centerpiece of which is our Wealth Management
Review. This thorough, detailed document serves as the “annual report” for your
financial life. It clearly communicates your current plan and outlines progress
towards reaching your individual goals.
Our Portfolio Managers
Portfolio Managers work closely with a limited number of clients. Along with a
dedicated support staff, they utilize our resources — internal investment research
division, Private Trust Company, and Charitable Gift Fund — to provide all the
wealth management services you need. Our Portfolio Managers maintain
relationships with clients and multiple generations of their families over several
decades, ensuring a consistent approach and a strong level of trust and comfort.
Typical Wealth Advisory Services Client Profile
With today’s complicated global economy and markets, it is more important than
ever to have a customized, integrated wealth management plan in place.
Generally, our clients are corporate executives, small business owners,
physicians, and retirees living throughout the United States.
Wealth Advisory Services We Offer
If you have questions or want to learn more about our Wealth 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, integrated wealth management plan.
Independent Wealth Management: How We're Compensated
We are independent wealth managers. 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 Wealth Advisory Services fee schedule.