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Lester Lee Johnson, Jr (Fort Worth)


Lester Lee Johnson, Jr is a large advisory firm based in Fort Worth. It manages $129.2 million of regulatory assets for 983 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and Texas.

Lester Lee Johnson, Jr provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lester Lee Johnson, Jr: assets under management

The assets under management (AUM) of Lester Lee Johnson, Jr is $129.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $129.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lester Lee Johnson, Jr for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Worth

The principal office where Lester Lee Johnson, Jr performs its advisory services is located at 6300 Ridglea Place, Fort Worth, TX 76116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-738-1451 or by fax 817-738-9056. The normal business hours are by appointment only on Monday - Friday.


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