Advisor at Johnston Investment Counsel, Ltd.
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
Johnston Investment Counsel, Ltd.
Location
Peoria, IL 61602
Credentials
CFA®, Series 65
Industry experience
28 years
Gregory Johnston is a CFA® charterholder and holds a Series 65 license, with 27 years of experience in financial advising. He has been with Johnston Investment Counsel, Ltd. in Peoria, IL since 1997. Johnston Investment Counsel provides comprehensive financial planning, discretionary investment management, and retirement-plan and institutional consulting to individuals, trusts, and plan sponsors. The firm employs a diversified asset-allocation strategy incorporating active and passive funds, individual securities, and tax-aware management, with a distinctive use of options and derivatives for risk control within separately managed accounts.
Based on Johnston Investment Counsel, Ltd.
Based on Johnston Investment Counsel, Ltd.
$0 - $500,000: 0.90% $500,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30% $0 - $1,000,000: 0.40% $1,000,001 - $3,500,000: 0.30% $3,500,001 - $5,000,000: 0.20% $5,000,001 - $10,000,000: 0.10% $10,000,001+: 0.05% $0 - $1,000,000: 0.60% $1,000,001 - $5,000,000: 0.45% $5,000,001+: 0.30% $0 - $1,000,000: 0.50% $1,000,001 - $3,000,000: 0.40% $3,000,001 - $5,000,000: 0.30% $5,000,001 - $10,000,000: 0.20%
Account minimum: $250,000 Minimum fee: Minimum annual fees range from $1,500 to $2,500 depending on the program Fee-only: Project-based financial planning fees charged by estimated hours; no minimum fee for project-based work
331 Fulton, Suite 429
Peoria, IL 61602
Illinois
Johnston Investment Counsel
1997 - Present (29 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
East Peoria, IL
Douglas Capital Management, LLC
CFP®, ChFC®, Series 63, Series 65
Hanna City, IL
Fulkerson Financial Services, LLC
ChFC®, Series 63, Series 65
Peoria, IL
Reatherford Wealth Management LLC
ChFC®, Series 65
Pekin, IL
Wolf Financial Advisors LLC
CFP®, EA
Peoria, IL
RP Zeigler Investment Services
Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (11), Murphy (9), Clarke (7) and Crosby (7). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, I guess) which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)
Series 63, Series 65
Peoria, IL
Nash-Hasty Private Wealth Management
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