Performance
Ultimately, investors hire investment managers for performance. Adhering closely to each clients stated objectives and risk tolerance Johnson Capital Management, LLC strives to produce results that outperform a relevant benchmark index.
| | Aggressive Portfolio | Moderate Portfolio | Conservative Portfolio |
Year To Date Average Return | 45.51% | 26.83% | 15.51% |
Year To Date Average Annualized Return | 72.73% | 51.01% | 21.64% |
*Return data is updated as of November 31, 2009.
*Return measures are calculated using the time-weighted return methodology, the industry standard.
*Return results are illustrated net of fees.
*Past performance is not a guarantee of future results.
*As every client is different, individual results may vary.
Client portfolios are comprised of several security types including, but not limited to, equities, bonds, exchange traded funds, and mutual funds. Securities are chosen for inclusion in portfolios using a variety of analytical methods. At times, when the investment horizon is highly uncertain, large portions of a portfolio may be allocated to money market accounts.
Fees
Johnson Capital Management, LLC works only on a fee basis. The fee is based as a percentage of assets under management and/or advisement. Under this fee structure Johnson Capital Management, LLC's income is tied directly to the perfomance of its clients' portfolios, as client portfolios grow so does Johnson Capital's income. This fee structure puts Johnson Capital Management, LLC on the "same side of the table" as its clients. The fee structure breakdown is as follows:
1% per annum on amounts up to $1,000,000
3/4 of 1% per annum on the next $1,500,000
1/2 of 1% per annum on amounts over $2,500,000
To schedule a free initial appointment with Johnson Capital Management, LLC please complete the form below and click "submit."
Johnson Capital Management, LLC
5045 Greenwood Drive
Saint Paul, MN 55112
Phone: (763) 717-1595