Ferguson-Johnson Wealth Management, Inc.

RIASEC RegisteredEst. 1999

Total AUM

$316M

Discretionary

$306M

97% of AUM

Avg account

$550K

Accounts

575

Employees

Advisory reps

Firm details

Headquarters: Rockville, Maryland
CRD number: 109232
Registered since: June 23, 1999
Website: www.fjwealthmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI82.37%
Individuals12.03%
Pension & Profit Sharing Plans3.41%
Charitable Organizations2.14%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ferguson-Johnson Wealth Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1999. The firm operates as a corporation and serves both individual and family clients as well as institutional relationships. Its advisory practice centers on financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage-of-assets model, supplemented by hourly fees for certain engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or related-adviser network.