Ferguson Johnson Wealth Management Review


Trust Score 80%
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Ferguson Johnson Wealth Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advisors. Ferguson Johnson Wealth Management manages $185 million and provides investment advisory services for 171 clients (1:57 advisor/client ratio).

Annual fees for investment management services are 1.00% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • There is only one licensed advisor for every 57 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 19 years

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Annual fees for investment management services are 1.00% of assets under management.
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $1,080,142
Hybrid Advisor No
Disciplinary History No
Total AUM $185 million
Advisor / Client Ratio 1:57
Headquarters Rockville, MD
SEC Filings Forms and Brochures


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