Lee Johnson Capital Management — Contact Email, Phone & Team

Overview

Lee Johnson Capital Management is a Minnesota-based private investment firm offering portfolio management and financial planning services. The firm provides objective, fee-only investment management and financial planning services to clients, focusing on developing personalized financial plans and managing investment portfolios to help clients achieve their long-term financial goals. The firm's investment approach emphasizes a fee-only structure, eliminating commission-based conflicts of interest and aligning the firm's success with that of its clients. This structure ensures that both the firm and its clients are 'on the same side of the table,' fostering a collaborative relationship aimed at achieving financial success. Lee Johnson Capital Management offers personal financial planning to help clients develop, implement, and track the progress of their plans. Financial advisors work with clients to create portfolios and manage investments that best meet the goals set out in their financial plans. The firm is committed to providing objective financial advice and customized investment management, operating as a fiduciary to ensure the best interests of its clients are always prioritized.

Investment Focus

Accredited investors only
Long-term investment horizon

Portfolio Companies

AppleMicrosoftAmazonJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerTeslaBerkshire HathawayWalmartChevronCoca-ColaIntelPepsiCoHome DepotIBMMcDonald'sGeneral ElectricMerck

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Frequently asked questions about Lee Johnson Capital Management

What sectors does Lee Johnson Capital Management invest in?

Lee Johnson Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Minnesota, United States. Lee Johnson Capital Management is listed as a private investment firm in the ConnectSafely investor database.