BE

Bruce Lauren Edger

37 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
102 clients
Average Client Portfolio
$763K average
Assets Under Management
$77.8M

Fee Structure

This brochure supplement does not contain any fee information. Please refer to the Summit Advisors, LLC brochure for fee details.

Areas of Practice
Investment Management
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Advisor Information

Office location

518 West Apple Street, Hastings, MI, 49058

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Bruce is a registered investment advisor with Summit Advisors LLC, spending about half his time in this role. He is also a member of the board of directors for Northpointe Bank, dedicating a few hours per week, and a sole proprietor for fixed insurance sales and service, spending minimal time on this. Bruce is also a co-owner of Apple Street LLC, an office building rental, spending minimal time on this.

Employment History
Current Registrations
Summit Advisors, LLC
April 2010 - Present · 15 yrs 9 mos
Beaconsfield Financial Services, INC.Broker
October 1990 - Present · 35 yrs 3 mos
Previous Registrations
American Capital Equities, INC.Broker
October 1988 - October 1990 · 2 yrs
State Registrations11 states
AZCACOFLGAILINMDMIOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.