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Updated September 28, 2026. Quick answer: There is no published minimum. Johnson Investment Counsel’s own Form ADV Part 2A brochure never states a minimum account size, a minimum investment amount, or a minimum annual fee anywhere in the document.
The minimum, in the firm’s own words
Johnson Investment Counsel’s own Form ADV Part 2A brochure never states a minimum account size, a minimum investment amount, or a minimum annual fee anywhere in the document, after a full end-to-end read of the filing.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Program | Not stated anywhere in the brochure | Varies with account size | N/A (no minimum is disclosed to waive) |
| Source: Johnson Investment Counsel, Inc. Form ADV Part 2A Brochure, April 15, 2026 | |||
Johnson Investment Counsel’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Johnson Investment Counsel’s own published fee schedule runs $5,000 a year; see the full dollar breakdown from Johnson Investment Counsel’s own fee disclosure across several account sizes. Read our full review of Johnson Investment Counsel before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Johnson Investment Counsel, or 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 28, 2026, quoting directly from Johnson Investment Counsel’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.