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Vera Johnson

Advisor at FIFTH THIRD SECURITIES, Inc.

Updated today

Location

Monroe, MI 48161

Credentials

CFP®, ChFC®, Series 66

Industry experience

25 years

About

Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Client services

Based on FIFTH THIRD SECURITIES, Inc.

Financial planning Portfolio management Selection of other advisers Sponsor wrap fee program

Expertise

Based on FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%

Other

Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)

Location

453 South Monroe Street

Monroe, MI 48161

Most active in

Michigan · Ohio

Work history

Fifth Third Securities

2017 - Present (9 years)

LPL Financial

2011 - 2017 (6 years)

LPL Financial

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General tax planning Retirement income strategy Income planning
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Annuities Options & derivatives strategies Passive / index investing
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Monroe, MI

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Annuities Options & derivatives strategies Passive / index investing
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Retirement income strategy General tax planning Founder/Business Owner Retired Mid-Career Professionals
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