Derrick P. Johnson

Financial Planner

CFP®

Johnson Wealth Management, LLC214 N 4th Street, Ste 123, Grand Forks, ND 58203

Languages: English

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Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure

Schedule a Consultation

Financial Planner Certifications

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CFP®

Compensation

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.
Hourly: Pay a fixed rate only for the time spent on your plan. Great if you have a few specific questions or need occasional advice on a flexible basis.

Minimums

Household Income Minimum

Investable Asset Minimum

$500,000