Advisor at Johnson Wealth Management, LLC
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Firm
Johnson Wealth Management, LLC
Location
Grand Forks, ND 58203
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Derrick Johnson is a CFP® with 24 years of experience, currently serving at Johnson Wealth Management, LLC in Grand Forks, ND. He has been with the firm since its founding in 2002. Outside of advisory work, he is involved in real estate development through two companies. Johnson Wealth Management provides fee-only financial planning and discretionary investment management to a range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a low-cost, passive investment approach grounded in Modern Portfolio Theory and manages assets through a small-team model supported by institutional subadvisors.
Based on Johnson Wealth Management, LLC
Fixed fees for financial planning on a retainer basis; fees determined by scope of work and complexity
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.45% $5,000,001+: 0.30%
Financial planning billed hourly at $225 per hour
Account minimum: $500,000 Minimum fee: No minimum annual fee; fees are negotiable and may be waived or reduced at discretion Fee-only: Firm is strictly fee-only; no commissions or fees from sales of products
214 North 4 Th Street, Ste 123
Grand Forks, ND 58203
Minnesota · North Dakota
Johnson Wealth Management, LLC
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Grand Forks, ND
Blake Wealth Strategies
Series 65
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21st Financial
Series 65
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Johnson Wealth Management, LLC
Series 63, Series 65
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Series 66
Grand Forks, ND
Brady Martz Wealth Solutions, LLC
Series 65
Grand Forks, ND
Tencap Wealth Coaching
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