Advisor at Capital Investment Advisors
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.
Location
Washington D.C., DC 20007
Credentials
Series 66
Industry experience
7 years
Patrick Johnson is a financial advisor at Capital Investment Advisors in Washington, D.C., holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Cambridge Investment Research, Capital Asset Management Group, MB Advisors, and Salisbury University. Capital Investment Advisors serves individuals, high-net-worth clients, trusts, foundations, and retirement plans, offering financial consultation, customized planning, and asset management. The firm employs an integrated wealth management process that combines educational workshops with risk-targeted portfolio management through both direct management and third-party platforms.
Based on Capital Investment Advisors
Based on Capital Investment Advisors
Standalone financial planning fees between $500 and $5,000 depending on complexity; some fixed fees for unique consultation services
$0 - $250,000: highest fee tier applying to first $250,000 (exact percentage not stated, but Third-Party Multi-Manager Program fees generally decline by asset tiers) $250,000 - $500,000: reduced charge for next $250,000 $500,000+: lowest charge applicable to all assets above $500,000
Commissionable products such as securities and insurance may be recommended; commissions earned may offset planning fees; clients are not obligated to purchase
Unique consultation and analysis services may be charged hourly: $500/hr for firm principal, $350/hr for manager, $200/hr for senior associate, $150/hr for associate
Account minimum: No net-worth minimum required for Independence Energizer clients; $500,000 net-worth minimum for Independence Optimizer clients; $1,000,000 net-worth minimum for Independence Maximizer clients Minimum fee: Independence Accelerator initial plan and review fees minimum $500; Independence Energizer review minimum $500; Integrated Independence Wealth Management minimum combined fee $10,000 for AUM over $1,000,000 Fee-only: Financial consultation and planning fees range from $500 to $5,000 for standalone planning; annual review services fees range from $500 to $25,000 depending on program level; asset management fees from 1.25% to negotiable (including tiered rates for third-party multi-manager programs)
1000 Potomac Street N.W., Suite 300
Washington D.C., DC 20007
District of Columbia
Capital Investment Advisors, Inc.
2019 - Present (7 years)
Cambridge Investment Research, Inc.
2018 - Present (8 years)
Cambridge Investment Research, Inc.
2018 - Present (8 years)
Capital Asset Management Group
2017 - Present (9 years)
Capital Asset Management Group
2016 - 2016 (1 year)
MB Advisors
2015 - 2017 (2 years)
Salisbury University
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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