Broker Check

Basic Services & Pricing 1

Initial Financial & Legal Consultations

No charge

Financial Planning/Advisory

$925.00

Investment Management & Custody

1.50% AUM2


Insurance Coverage3

  • Life

  • Health

  • Long-Term Care

  • Disability


Legal4

All law firms that are in the Johnson & Murphy nationwide network have agreed to considerably reduce their cutomary fees for subscribers of myHana.  Those services include:  

  • Last Will & Testament

  • Durable Power of Attorney

  • Special Needs Trust

  • Advanced Directive for Healthcare

Fees will vary from firm to firm and from state to state. 



1 Planning, insurance and securities work is performed by Johnson & Murphy Wealth Advisors, LLC.   Legal work is generally conducted by a law firm in the Johnson & Murphy nationwide networkof law firms.  Access to these discounted services is for the exclusive use of myHana subscribers. 
2  AUM = Assets Under Management. Fees for assets over $200,000 are negotiable.  All securities are held by Pershing, LLC, a Bank of New York Mellon company and the largest custodian in the world.  
3 Standard costs using only the largest insurers.
4.  Johnson & Murphy does not provide legal advice but will, upon request, introduce myHana subscribers to a law firm within its natiowide network where a considerably reduced fee arrangement has been established for them.