Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $1.9 billion
- Average High-Net-Worth Client Portfolio Size
- $7.9 million
Recent Rankings
Forbes 2025: 227
Fee Disclosure
Source: WILLIS JOHNSON WEALTH ADV 2A (2026-08-20) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.20% |
| $500,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | $20,000,000 | 0.45% |
| $20,000,001 | and above | 0.40% |
Stated Minimum Annual Fee: $8,252
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,500 | 1.05% |
| $5 million | $45,500 | 0.91% |
| $10 million | $78,000 | 0.78% |
| $50 million | $243,000 | 0.49% |
| $100 million | $443,000 | 0.44% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 39.07%
- Number of High-Net-Worth Clients
- 92
- Total Client Accounts
- 2,742
- Discretionary Accounts
- 2,551
- Non-Discretionary Accounts
- 191
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 119759
- WILLIS JOHNSON WEALTH ADV 2A (2026-08-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗