Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual management fee for the wrap fee program is negotiable and varies based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your IAR, and the nature and total dollar asset value of the assets maintained in your account. The annual fee ranges up to 2.25% annually. Fees can be structured as a fixed flat percentage, a tiered fee schedule, a linear fee, or a flat annual dollar amount. There may be a minimum quarterly or monthly fee.
Areas of Practice
Advisor Information
Office location
1801 Kingwood Dr, Ste 160, Kingwood, TX, 77339
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bruce is an independent insurance agent selling life insurance since 2010, dedicating a few hours per week. He is also involved with the Knights of Columbus and St. Mary Magdalene Catholic Church, and is an employee of Wise Capital Partners, LLC, dedicating full-time hours to this role.