Advisor at Forward Thinking Wealth Management
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Firm
Forward Thinking Wealth Management
Location
Copley, OH
Credentials
CFP®, Series 66
Industry experience
19 years
Daniel Johnson is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been the principal advisor at Forward Thinking Wealth Management since 2016. Forward Thinking Wealth Management provides individualized portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm builds customized investment policies using fundamental analysis and offers ongoing planning support, while also facilitating access to third-party money managers when appropriate.
Based on Forward Thinking Wealth Management
Based on Forward Thinking Wealth Management
Comprehensive Financial Planning available as monthly retainer included in Investment Management fee or as stand-alone annual fee from $10,000 to $30,000, billed monthly in arrears
Minimum fee: Annual fixed fee ranging from $10,000 to $30,000, negotiable
Copley, OH
Ohio · Texas
Forward Thinking Wealth Management, LLC
2016 - Present (10 years)
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Lawyer
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Real estate agent
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Other specialized services
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