Advisor at Forthright Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Alpharetta, GA 30009
Credentials
CFP®, Series 66
Industry experience
23 years
Brian Johnston is a CFP® with 23 years of industry experience and is currently a managing director at Forthright Wealth Management, LLC in Alpharetta, GA. He has been with Forthright and Purshe Kaplan Sterling Investments since 2015. Johnston serves as treasurer for the Alpharetta Elementary PTO. Forthright Wealth Management provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages over $663 million in assets for approximately 527 clients through a six-advisor team.
Based on Forthright Wealth Management, LLC
$0 - $1,000,000: 0.90% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: 0.25% annually $10,000,000+: 0.20% annually
Certain Advisory Persons receive commissions as registered representatives of PKS for securities and insurance products sold separately from advisory services.
Account minimum: $2,500 minimum annual fee Minimum fee: $2,500 minimum annual fee, negotiable at discretion of Advisor Fee-only: Investment advisory fee based on asset tiers as above, no commissions charged by Advisor for advisory services.
11780 Northfall Lane, Suite 303
Alpharetta, GA 30009
Georgia · Texas
Purshe kaplan Sterling Investments
2015 - Present (11 years)
Forthright Wealth Management LLC
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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