Low Cost ETF Strategies

(847) 980-7746

Chicago, IL Sarasota, FL Crystal Lake, IL

Free Consultations | Certified Financial Planner

Free Consultations
Locally Owned
Certified Financial Planner on Staff

(847) 980-7746 (773) 867-8665

Rollover Your 401k to a Low Cost ETF Strategy!

Johnson Private Wealth Management offers ETF investment strategies for those investors who do not need complex services or financial planning at this time, but want access to low cost, long term investment strategies.¹ ² Investors can determine an appropriate ETF investment strategy by completing our comprehensive risk tolerance questionnaire.

An Exchange Traded Fund (ETF) is an investment fund traded on stock exchanges much like stocks. An ETF can track a stock index, a sector, a bond index, and more. ETFs often have lower management fees than mutual funds, making them an attractive alternative for individual investors.

We believe properly determining your risk tolerance for an ETF strategy requires more than just answering 3 or 4 questions. We ask you 25 questions and apply a statistical analysis that measures how your risk tolerance and risk capacity will influence a suitable ETF allocation.³ Your allocation will be rebalanced on an annual basis.

To view our ETF investment allocation models, click here.

Annual JPWM advisory fees for all ETF strategies that include individual bonds rather than bond funds are 0.35%.

To get started, download and complete the Account Application below and email to barbara@johnsonpwm.com or fax to (773) 867-8663. For questions or assistance, call (773) 867-8665.

IRA ACCOUNT

APPLICATION

TAXABLE ACCOUNT APPLICATION

RISK TOLERANCE QUESTIONNAIRE

About Founder and CEO, Barbara Johnson

¹Full-Service Wealth Management clients receive a Risk Tolerance Assessment, Asset Allocation, Investment Policy Statement, Financial Planning services, and quarterly reviews. Clients invested in low cost ETF strategies receive a Risk Tolerance Assessment, Asset Allocation, and Investment Policy Statement, but do not receive a financial plan and have annual reviews, rather than quarterly reviews.

²Low cost ETF investment strategies refers to the annual JPWM advisory fee of .25% for ETF strategies with bond funds, and .35% for ETF strategies which include individual bonds. This does not include the individual ETF manager’s fees for each specific ETF.

³This risk tolerance analysis does not include full financial planning services.

33 S Gulfstream #804

Sarasota, Fl 34236

820 E Terra Cotta Ave #142

Crystal Lake, IL 60014

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Johnson Private Wealth Management (“JPWM”) is a registered investment adviser located in Chicago, Illinois. JPWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. JPWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of JPWM’s web site on the Internet should not be construed by any consumer and / or prospective client as JPWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by JPWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of JPWM, please contact the state securities regulators for those states in which JPWM maintains a registration filing. A copy of JPWM’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from JPWM upon written request. JPWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JPWM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and / or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to JPWM’s web site, the client and / or prospective client acknowledges and understands that the information resulting from the use of any such calculator / device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from RIA, or from any other investment professional.

Privacy Policy | Do Not Share My Information | Conditions of Use | Notice and Take Down Policy | Website Accessibility Policy

Free Consultations | Certified Financial Planner

Free Consultations
Locally Owned
Certified Financial Planner on Staff

(847) 980-7746 (773) 867-8665

Rollover Your 401k to a Low Cost ETF Strategy!

HOURS

HOURS

CONTACT US

Low Cost ETF Strategies

Free Consultations | Certified Financial Planner

Free ConsultationsLocally OwnedCertified Financial Planner on Staff

(847) 980-7746 (773) 867-8665

Rollover Your 401k to a Low Cost ETF Strategy!

HOURS

HOURS

CONTACT US

Free Consultations
Locally Owned
Certified Financial Planner on Staff