Heath G Grossman

CFP

Johnson Brunetti

23 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Johnson Brunetti

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

5,476 clients

Average Client Portfolio

$385K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

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

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2020

Settled

View Full SEC Report How to Read Disclosures

Other 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

June 2014 - Present · 11 yrs 8 mos

Previous Registrations

Silver Oak Securities, INC.

November 2012 - June 2014 · 1 yr 7 mos

Silver Oak Securities, IncorporatedBroker

July 2012 - April 2017 · 4 yrs 9 mos

Hartford Investment Financial Services, LLCBroker

July 2011 - May 2012 · 10 mos

Hartford Securities Distribution Company, INC.Broker

July 2011 - May 2012 · 10 mos

Alliancebernstein Investments, INC.Broker

July 2007 - September 2009 · 2 yrs 2 mos

Morgan Stanley Dw INC.Broker

March 2005 - March 2007 · 2 yrs

First Allied Securities, INC.Broker

March 2004 - March 2005 · 1 yr

Walnut Street Securities, INC.Broker

August 2003 - January 2004 · 5 mos

Nathan & Lewis Securities, INC.Broker

April 2003 - August 2003 · 4 mos

Phoenix Equity Planning CorporationBroker

May 2001 - March 2003 · 1 yr 10 mos

American Express Financial Advisors INC.Broker

December 1999 - March 2001 · 1 yr 3 mos

Ids Life Insurance CompanyBroker

December 1999 - March 2001 · 1 yr 3 mos

State Registrations4 states

CTGAMATX

Advisor

Exams

No exam information available for this advisor.