Advisor at Investment Management Group
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.
Firm
Investment Management Group
Location
Whitefish, MT 59937
Credentials
Series 66
Industry experience
10 years
Claudine Johnson is a financial advisor with Investment Management Group, holding a Series 66 designation and 10 years of industry experience. She previously worked at Edward Jones for eight years before joining Stockman Wealth Management, a division of Investment Management Group, where she has been since 2023. Investment Management Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, banks, and a municipal client, offering a range of advisory services including portfolio management, financial planning, and institutional asset/liability modeling. The firm operates with a strong institutional focus and provides both discretionary and non-discretionary management, supported by automated investment solutions.
Based on Investment Management Group
Financial planning fees typically $2,500 fixed fee; Asset/Liability modeling fees approx. $2,400-$3,000 per year
$0 - $25 million: $250 per million $25 million - $50 million: $200 per million $50 million - $75 million: $150 per million $75 million+: $100 per million
Account minimum: $250,000 (minimum can be waived or negotiated) Minimum fee: $3,000 per year minimum fee for Institutional/Bank Portfolio Management Fee-only: Financial planning fees charged on a fixed fee basis, typically $2,500 (can be higher based on complexity)
6588 Us 93
Whitefish, MT 59937
Montana
Stockman Wealth Management
2023 - Present (3 years)
Edward Jones
2015 - 2023 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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