Joel Johnson is a CFP-designated registered investment advisor at Johnson Brunetti, based in Wethersfield, CT, with 33 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,044 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Amounts over $5 million are negotiable. For accounts held directly at American Funds, the annual rate is 0.5%.
Fee Estimator
Location
100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109
Get directionsHistory
Regulatory History (8)
Customer Dispute
November 2023Customer Dispute
August 2023Customer Dispute
June 2023Customer Dispute
August 2022Customer Dispute
December 2021Customer Dispute
November 2021Employment Separation After Allegations
November 2006Regulatory
September 2006Other Business ActivitiesSells Insurance
Joel is the owner/operator of J.N. Financial LLC, providing insurance services (life, health, and fixed). He also owns a small interest in EQIS Holdings, is the owner of Rainmaker Consulting, LLC (teaching/coaching/training), is a member/investor in two real estate LLCs, serves on the board of directors for Connecticut Community for Addiction Recovery, and is the owner/managing member of Financial Retirement Solutions LLC.
Employment History
Current Registrations
Johnson Brunetti
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Aal Capital Management CorporationBroker
First Montauk Securities CORP.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.