Heath Grossman is a CFP-designated registered investment advisor at Johnson Brunetti, based in Wethersfield, CT, with 23 years of industry experience. Heath 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 (1)
Customer Dispute
November 2020Other 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
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Hartford Investment Financial Services, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Alliancebernstein Investments, INC.Broker
Morgan Stanley Dw INC.Broker
First Allied Securities, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations4 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.