Johnson Brunetti
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Overview
Johnson Brunetti is located at 100 Great Meadow Road, Wethersfield, CT. The firm employs 31 financial advisors to manage client portfolios and provide financial guidance. Johnson Brunetti is not a registered broker-dealer.
Johnson Brunetti oversees $1.6 billion in assets under management across 11,635 accounts, all of which are discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The firm caters to retail investors, high net worth investors, and corporations, with retail investors being the largest client type by accounts. The fee structure at Johnson Brunetti includes asset-based, fixed, and other fees. The firm has 269 high net worth clients and maintains affiliations with an insurance company or agency.
Johnson Brunetti is registered in the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Johnson Brunetti by the Numbers
$1.6 billion
50
11,635
$136.1 thousand
Products and Services
Johnson Brunetti provides a variety of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Notably, Johnson Brunetti did not provide any of its clients with financial planning services in the previous financial year. It is not engaged in selling products or offering services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. Fees charged by Johnson Brunetti most likely consist of any combination of the following fee structures: asset-based, fixed, or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm provides services to retail investors, high net worth investors, and corporations. Out of its 3 clients, Johnson Brunetti's largest client type by number of accounts is retail investors, but it also caters to 269 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 5.35%
- Other Individuals - 94.55%
- Corporations - 0.1%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Johnson Brunetti does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Johnson Brunetti
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Atlanta, GA
Needham, MA
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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