Guides › Financial Advisor Fees
Updated September 27, 2026. Quick answer: Johnson Investment Counsel discloses a tiered schedule starting at 1.00% in its Johnson Investment Counsel, Inc. Form ADV Part 2A Brochure (April 15, 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Johnson Investment Counsel, Inc. Form ADV Part 2A Brochure (April 15, 2026): “Our fee for portfolio management services is based on a percentage of your assets we manage and is set forth in the following fee schedule: Assets Under Management Annual Fee First $2,000,000 1.00% Next $3,000,000 0.80% All Assets Thereafter 0.50% This fee schedule became effective April 15, 2026 for new clients.”
- First $2,000,000: 1.00%
- Next $3,000,000: 0.80%
- All Assets Thereafter: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Johnson’s schedule is a marginal bracket schedule from $0 (First $2,000,000 1.00%; Next $3,000,000 0.80%; All Assets Thereafter 0.50%); since $250,000, $500,000, $1,000,000 and $2,000,000 are all at or below the First $2,000,000 bracket, each balance is priced at 1.00% of assets ($2,500 / $5,000 / $10,000 / $20,000).
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Johnson Investment Counsel’s own published rate runs $5,000 a year.
Comparing Johnson Investment Counsel against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Johnson Investment Counsel, Inc. Form ADV Part 2A Brochure (April 15, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040849
- SEC Investment Adviser Public Disclosure, Johnson Investment Counsel, Inc. (CRD #117054): https://adviserinfo.sec.gov/firm/summary/117054
- Johnson Investment Counsel, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/117054/PDF/117054.pdf
Methodology. This page was built September 27, 2026, drawing on Johnson Investment Counsel’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Johnson Investment Counsel instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Johnson Investment Counsel review.
Is Johnson Investment Counsel a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Johnson Investment Counsel’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Johnson Investment Counsel against other options? See Johnson Investment Counsel alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.