NC
CFP
NC
CFP

Nicholas Colantuono

12 Years of Experience
Wethersfield, CT
Sells Insurance

Nicholas Colantuono is a CFP-designated registered investment advisor at Johnson Brunetti, based in Wethersfield, CT, with 12 years of industry experience. Nicholas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
6,044 clients
Average Client Portfolio
$461K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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. For accounts held directly at American Funds, the annual rate is 0.5%.

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

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nicholas sells life insurance and fixed annuities through an affiliated insurance company, JN Financial, since 2018. This activity takes about half of his time and is commission-based.

Employment History
Current Registrations
Johnson Brunetti
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2017 - December 2018 · 1 yr 1 mo
LPL Financial LLCBroker
October 2016 - December 2018 · 2 yrs 2 mos
Integrated Wealth Concepts LLC
October 2016 - November 2018 · 2 yrs 1 mo
Voya Financial Advisors, INC.
September 2013 - October 2016 · 3 yrs 1 mo
Voya Financial Advisors, INC.Broker
August 2013 - October 2016 · 3 yrs 2 mos
State Registrations2 states
CTMA
Advisor

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.

Exams
No exam information available for this advisor.
Nicholas Colantuono - Financial Advisor | TrueAdvisor