Johnson, Marshall, Lee

Overview

Johnson, Marshall, Lee is a small, independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves an individual-and-family client base. It operates a fee model based on a percentage of assets under management and also conducts real estate brokerage activities alongside its advisory work. The firm is not structured as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It does not provide pension consulting services and is not reported as a related adviser to another firm.

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Investments & Alternatives

Location & Offices