How does the advisor help clients – Key Takeaways:
JOHNSON BRUNETTI is a trusted financial advisor who focuses on helping clients achieve their financial goals through personalized and comprehensive planning. With their expertise and experience, they offer a wide range of financial services and cater to various types of clients. Below are the key takeaways on how JOHNSON BRUNETTI can help clients:
- Provides personalized and comprehensive financial planning to help clients achieve their financial goals.
- Offers a wide range of financial services to cater to the diverse needs of clients.
- Focusses on building a long-term relationship with clients by understanding their unique financial needs and providing tailored solutions.
Facts and Insights
JOHNSON BRUNETTI is a reputable financial advisor that has been in business for over 33 years. The firm believes in delivering personalized financial planning and investing solutions for their clients. They have a team of experienced advisors who provide expert guidance and advice to clients, helping them achieve financial success.
- Assets Under Management: As of March 2020, JOHNSON BRUNETTI has approximately $4.5 billion in assets under management.
- Number of Advisors: The firm has a team of 57 advisors who possess a wide range of financial knowledge and expertise.
- Time in Business: JOHNSON BRUNETTI has been in business since 1987, providing expert financial guidance for over 33 years.
Financial Services Offered
JOHNSON BRUNETTI offers a comprehensive range of financial services to help clients achieve their financial goals. The firm specializes in retirement planning, wealth management, and risk management. They also provide personalized solutions for tax planning, estate planning, and insurance planning.
Their team of financial advisors work closely with clients to understand their unique financial needs and offer tailored solutions to help them achieve their financial objectives. Whether it is creating a retirement plan, managing investments, or protecting assets, JOHNSON BRUNETTI has the expertise to guide clients towards financial success.
Client Types
JOHNSON BRUNETTI caters to a diverse range of clients, including individuals, families, and small businesses. The firm understands that each client has unique financial goals and needs, and therefore, provides personalized solutions to cater to their specific needs.
They also work with clients in various stages of life, whether they are planning for retirement, saving for their children’s education, or managing their wealth. JOHNSON BRUNETTI is committed to building long-term relationships with clients and helping them achieve financial success.
Fees & Compensation
JOHNSON BRUNETTI follows a fee-based compensation structure, which means they charge a fee for their services. This fee is typically a percentage of the assets under management or a one-time fee for financial planning services.
The firm believes in transparency and takes the time to explain their fee structure to clients before beginning any work. This ensures that the clients understand the fees and the services they will receive in return.
Background
JOHNSON BRUNETTI was founded in 1987 by David Johnson and Joel Brunetti, who both shared a passion for helping individuals and families achieve financial success. Over the years, the firm has grown and now has a team of experts who are committed to providing personalized and comprehensive financial planning solutions to their clients.
The firm is based in Connecticut and has expanded its presence to Massachusetts, Rhode Island, and Arizona. JOHNSON BRUNETTI is a proud member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures when working with a financial advisor. Below are the key disclosures to know about JOHNSON BRUNETTI:
- Disclosure of any third-party fees or compensation the firm may receive through their services.
- Disclosure of any potential conflicts of interest when recommending investment products or services.
- Disclosure of the firm’s fees and any potential changes in the fee structure.
- Disclosure of any disciplinary actions against the firm or its advisors.