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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Johnson Bixby & Associates use?","answer":"Johnson Bixby & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $934M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Johnson Bixby & Associates have?","answer":"Johnson Bixby & Associates has 15 investment adviser representatives registered with state securities authorities, out of 15 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Johnson Bixby & Associates invest in?","answer":"At the end of its last fiscal year, Johnson Bixby & Associates’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Johnson Bixby & Associates?","answer":"Johnson Bixby & Associates’ direct owner is Heidi Johnson Bixby (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Johnson Bixby & Associates get paid?","answer":"Johnson Bixby & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. 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