FLEISCHER & JOHNSON WEALTH MANAGEMENT, INC.

Overview

Fleischer & Johnson Wealth Management, Inc. is a privately held corporate RIA that focuses on fee-based portfolio management for individual and family clients, including small businesses. The firm operates on a percentage-of-AUM fee model and runs predominantly discretionary mandates — its reported discretionary assets equal its total assets. Investment activity centers on diversified public funds and mutual-fund-based solutions rather than concentrated single-stock strategies. The firm also maintains an affiliation with an insurance company, which complements use of insurance products in client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices