Firm
Johnson Capital Management
Big Lake, Minnesota
Fee-only
Johnson Capital Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 127 individual clients, 4 of them high net worth.
- Its average account is about $278,000 (assets it manages divided by its 127 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Big Lake, Minnesota |
|---|---|
| Website | jcapitalmanagement.com |
| [email protected] | |
| Phone | (651) 492-2820 |
Johnson Capital Management fees
Johnson Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $35 million |
| Individual clients | 123 |
| High-net-worth clients | 4 |
| Accounts managed | 127 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 146779 |
Advisors at this firm (1)
Other fee-only firms in Minnesota
- Josh Arnold Investment Consultant · Edina
- JSE Wealth Management · Wayzata
- Kerwin Asset Management · Edina
- Keystone Wealth Advisors · Eagan
- Kingdom Legacy Advisors · Minnetonka
- KMB Wealth Management · Bloomington
- Kodiak Investment Management · Aitkin
- Kubo Financial Planning and Investments · Edina