Eric Hogarth is a CFP-designated registered investment advisor at Johnson Brunetti, based in Wethersfield, CT, with 21 years of industry experience. Eric 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 (2)
Customer Dispute
March 2018Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Eric owns JN Financial LLC, an insurance agency, and dedicates full-time hours to it, including a significant portion during securities trading hours. Eric also receives royalties as an author, representing a separate business activity.
Employment History
Current Registrations
Johnson Brunetti
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.