Douglas Miller is a registered investment advisor at Johnson Brunetti, based in Wethersfield, CT, with 35 years of industry experience. Douglas 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
October 2020Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Douglas sells life insurance and fixed annuities through JN Financial LLC since 2018. This takes nearly full-time.
Employment History
Current Registrations
Johnson Brunetti
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Westport Capital Markets, LLC
Westport Capital Markets, LLCBroker
Great American Advisors, INC.Broker
Allianz Life Financial Services, LLCBroker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
Putnam Mutual Funds CORP.Broker
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.