Advisor at Portside Wealth Group, LLC
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Firm
Portside Wealth Group, LLC
Location
Provo, UT 84604
Credentials
Series 63, Series 65
Industry experience
30 years
Jeremy Johnston is a financial advisor at Portside Wealth Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, DFPG Investments, Inc, Townsquare Capital LLC, and Allegis Investment Services. Johnston is also the managing member of Oxford Portfolio Management and continues to operate JohnstonRogers Financial Advisors, where he provides life insurance and annuity services. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes tailored management through model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
3507 N University Ave, Suite 150
Provo, UT 84604
Texas · Utah
Portside Wealth Group
2023 - Present (3 years)
The Leaders Group Inc
2023 - Present (3 years)
DFPG Investments, Inc
2019 - 2023 (4 years)
Townsquare Capital LLC
2018 - 2023 (5 years)
Allegis Investment Services
2015 - 2019 (4 years)
ALLEGIS Investment Advisors
2015 - 2018 (3 years)
JohnstonRogers Financial Advisors
1995 - Present (31 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:
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:
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.
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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