DM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
26 advisors
Number of Clients
5,476 clients
Average Client Portfolio
$385K average
Assets Under Management
$2.1B
Fee Structure
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
—
Financial Plan Fee:$1,000 - $5,000
Asset management fees are based on a percentage of assets under management. Financial planning fees range from $1,000 to $5,000, and consulting fees range from $1,000 to $10,000. Fees are negotiable based on various factors. The American Funds fee is different because the investment in their advisory shares is limited to one fund family. The annual rate for assets in advisory shares of the American Funds is currently 0.5%.
Areas of Practice
Retirement PlanningEstate Planning
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Advisor Information
Office location
100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109
Get directionsRegulatory History (2)
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
October 2020Settled
Customer Dispute
September 2020Settled
Other 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
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
Silver Oak Securities, Incorporated Broker
July 2015 - April 2017 · 1 yr 9 mos
Silver Oak Securities, INC.
October 2009 - July 2015 · 5 yrs 9 mos
Silver Oak Securities, Incorporated Broker
October 2009 - July 2015 · 5 yrs 9 mos
Westport Capital Markets, LLC
January 2008 - October 2009 · 1 yr 9 mos
Westport Capital Markets, LLCBroker
November 2007 - October 2009 · 1 yr 11 mos
Great American Advisors, INC. Broker
October 2006 - November 2007 · 1 yr 1 mo
Allianz Life Financial Services, LLCBroker
April 2005 - September 2006 · 1 yr 5 mos
Capital Brokerage CorporationBroker
December 1997 - January 2005 · 7 yrs 1 mo
Forth Financial Securities, CorporationBroker
September 1996 - December 1997 · 1 yr 3 mos
Putnam Mutual Funds CORP.Broker
September 1989 - May 1996 · 6 yrs 8 mos
State Registrations3 states
CTMATX
Advisor
Exams
No exam information available for this advisor.