Johnson Brunetti

CRD#171168
Investment Advisor Firm

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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

$1.6 billion

Number of Advisors

31

Disclosures

No

Office Location

100 Great Meadow Road
Wethersfield, CT 06109

Johnson Brunetti by the Numbers

Total Assets Under Management

$1.6 billion

National Average: $8.6 billion
Total Number of Employees

50

National Average: 64
Total Number of Accounts

11,635

National Average: 375,227
Average Account Size

$136.1 thousand

National Average: $23.0 thousand
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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

  • 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.

  • 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.

  • 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

  • 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.

  • Find a firm that offers this service

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 6% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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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

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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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).

Created with Highcharts 6.0.7
  • 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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Created with Highcharts 6.0.7
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Financial Advisors at Johnson Brunetti

Ian Fergusson
Wethersfield, CT
Brett Larocque
Wethersfield, CT
Matthew Scott
Wethersfield, CT
John Breard
Atlanta, GA
Maxwell Miller
Needham, MA
Alex Hubbard
Wethersfield, CT
Heath Grossman
Wethersfield, CT
Heather Atkins
Wethersfield, CT
Matthew Pastor
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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