Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable. The maximum annual Basic Level Advisory Fee is 0.65%. For IRAs and non-qualified individual accounts, the maximum annual investment advisory fee is 2.05%. Basic Managed Model fees are an additional 0.25%, and Professionally Managed Model fees are an additional 0.45%. Financial planning and consulting services are offered on an hourly basis (up to $500/hour) or fixed fee (up to $10,000). There are also non-standard plan sponsor fees for mapping prior plan investment choices and ongoing reviews.
Areas of Practice
Advisor Information
Office location
5333 N Union Blvd, Suite 200, Colorado Springs, CO, 80918
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bruce is the owner of Astute Management LLC, a management hiring firm, since 2012. His duties include consulting.