Johnson & Shute Investment Advisors, Inc.

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Client assets under management

$134,645,589

Clients

63% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,844,460

About

Johnson & Shute Investment Advisors provides investment management to individuals, pension and profit‑sharing plans, trusts, estates and business entities through model‑portfolio advisory services and periodic rebalancing. Client assets are managed on a non‑discretionary basis, and the firm discloses that it does not manage any discretionary accounts.

The firm offers a series of model portfolios made up primarily of passively managed domestic and foreign equity and fixed‑income mutual funds; clients select the model that matches their risk tolerance and time horizon and the firm rebalances to the model targets. Fund selection emphasizes low cost and efficiency, and the firm describes a long‑term buy‑and‑hold approach informed by historical fundamental and technical analysis.

What is distinctive is the firm’s primarily non‑discretionary, model‑driven operating model: clients choose the portfolio and sign a limited power of attorney that the firm says is only to implement agreed model trades, rebalance, execute client‑requested trades and collect fees. The firm is a small two‑advisor practice in which principals also perform compliance and portfolio management functions, concentrating oversight and decision‑making compared with larger advisory firms.

Client services

Portfolio management

Expertise

Passive / index investing

Fee options

Percentage

$0 - $1,000,000: 1% $1,000,000 - $1,500,000: 0.5% $1,500,000+: 0.25%

Other

Account minimum: $100,000 Minimum fee: Minimum annual fee of $500 for accounts below $100,000 under special circumstances; minimum fee may be waived Fee-only: Fee based on assets under management; no commissions received

Main office location

Johnson & Shute Investment Advisors, Inc.

19125 North Creek Parkway, Suite 120

Bothell WA 98011, United States

Number of offices

Most active in

Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

425-615-6808

Advisors at this firm

Rodger S

Series 63

Bothell, WA

Johnson & Shute Investment Advisors, Inc.

Rodger Shute is a financial advisor at Johnson & Shute Investment Advisors, Inc. in Bothell, WA, with 36 years of industry experience. He has been with the firm since 1989 and holds a Series 63 designation. Johnson & Shute Investment Advisors offers investment management services primarily through model-portfolio advisory strategies to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm operates on a non-discretionary basis, focusing on low-cost, passively managed mutual funds and a long-term buy-and-hold approach with periodic rebalancing.

Passive / index investing

Gregory R

Series 65

Bothell, WA

Johnson & Shute Investment Advisors, Inc.

Gregory Radovich is a financial advisor with Johnson & Shute Investment Advisors, Inc., holding a Series 65 designation and 28 years of industry experience. He has been with Johnson & Shute since 1997 and is also employed as a manager at Johnson & Shute, P.S., a CPA firm where he prepares financial statements, tax returns, and provides business consulting. Johnson & Shute Investment Advisors offers non-discretionary investment management through model-portfolio advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes low-cost, passively managed mutual funds and a long-term buy-and-hold strategy, with clients selecting portfolios that match their risk tolerance and time horizon.

Passive / index investing

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