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CFP
HG
CFP

Heath G Grossman

Johnson Brunetti
23 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Johnson Brunetti
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
5,476 clients
Average Client Portfolio
$385K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.60%
$250K - $1.0M1.50%
$1.0M - $2.0M1.20%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.80%
$5M+0.80%

Amounts over $5 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Heath operates Johnson Brunetti Insurance Services, selling life and health insurance, long-term care, and fixed annuities on a part-time, commission-based basis. This activity is not investment-related.

Employment History
Current Registrations
Johnson Brunetti
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Silver Oak Securities, INC.
November 2012 - June 2014 · 1 yr 7 mos
Silver Oak Securities, IncorporatedBroker
July 2012 - April 2017 · 4 yrs 9 mos
Hartford Investment Financial Services, LLCBroker
July 2011 - May 2012 · 10 mos
Hartford Securities Distribution Company, INC.Broker
July 2011 - May 2012 · 10 mos
Alliancebernstein Investments, INC.Broker
July 2007 - September 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2005 - March 2007 · 2 yrs
First Allied Securities, INC.Broker
March 2004 - March 2005 · 1 yr
Walnut Street Securities, INC.Broker
August 2003 - January 2004 · 5 mos
Nathan & Lewis Securities, INC.Broker
April 2003 - August 2003 · 4 mos
Phoenix Equity Planning CorporationBroker
May 2001 - March 2003 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
December 1999 - March 2001 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
December 1999 - March 2001 · 1 yr 3 mos
State Registrations4 states
CTGAMATX
Advisor
Exams
No exam information available for this advisor.