Johnson Brunetti provides personalized financial planning, investment management, and consulting services to individuals, families, and businesses. Johnson Brunetti helps clients build and manage investment portfolios based on their unique financial situations, risk tolerance, and goals. The firm uses fundamental analysis to select investments such as stocks, bonds, exchange-traded funds, mutual funds, and real estate partnerships. Additionally, Johnson Brunetti offers modular or comprehensive financial planning covering topics like retirement, taxes, and estate planning, and can coordinate with third-party money managers or assist with rollover recommendations. While Johnson Brunetti does not charge performance-based fees, some representatives are licensed insurance agents who may recommend insurance products separately.
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% |
Fees for amounts over $5 million are negotiable. American Funds advisory shares have a separate annual rate of 0.5%.