Johnson Brunetti
Assets Under Management
$2.1B
Number of Clients
5,476
Number of Advisors
26
Average Client AUM
$385K
AUM per Advisor
$81.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
JB Capital offers asset management with ongoing supervision and financial planning services, including written plans and consultations. They may use third-party money managers and receive solicitor fees. JB Capital is owned by Financial Retirement Solutions, LLC and together conduct business as “Johnson Brunetti”. Effective August 1, 2022, Alera Group, Inc . purchased 100% of the equity ownership interests of Johnson Brunetti.
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
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
Location
100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109