BM
ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
1,619 clients
Average Client Portfolio
$273K average
Assets Under Management
$442.2M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:Up to $10,000
Hourly Rate:$250/hr
Asset management fees are based on a percentage of your assets (see table for rates). Financial planning and consulting are charged hourly ($250/hour) or as a flat fee (up to $10,000), both of which are negotiable. Fees for third-party advisors are separate and in addition to Prosperity Wealth Management's fees.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning
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Advisor Information
Office location
11 Riverside Dr, Suite 206, Cocoa, FL, 32922
Get directionsRegulatory History (10)
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
February 2013Settled
Customer Dispute
July 2011Denied
Customer Dispute
December 2010Closed-No Action
Customer Dispute
March 2010Settled
Customer Dispute
May 2009Settled
Customer Dispute
May 2009Settled
Customer Dispute
March 2009Settled
Customer Dispute
November 2008Settled
Customer Dispute
September 1998Settled
Criminal
August 1992Final Disposition
Other Business Activities
Bruce is the owner/CEO of BLM Enterprises, performing administrative work and dedicating about 10-20% of his time. He is also a Managing Director at Pivotal Financial, providing financial services and IAR services through Prosperity Wealth Management.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
Prosperity Wealth Management, INC.
July 2015 - December 2019 · 4 yrs 5 mos
Fortune Financial Services, INC.Broker
July 2015 - December 2017 · 2 yrs 5 mos
Ifs Advisory, LLC
July 2013 - March 2015 · 1 yr 8 mos
Ifs SecuritiesBroker
February 2013 - March 2015 · 2 yrs 1 mo
Newbridge Financial Services Group, INC.
January 2011 - February 2013 · 2 yrs 1 mo
Newbridge Securities CorporationBroker
November 2010 - February 2013 · 2 yrs 3 mos
Brewer Financial Services, LLCBroker
February 2009 - November 2010 · 1 yr 9 mos
Brewer Investment Advisors LLC
February 2009 - November 2010 · 1 yr 9 mos
Ameriprise Financial Services, INC.
January 1997 - February 2009 · 12 yrs 1 mo
Ameriprise Financial Services, INC. Broker
October 1996 - February 2009 · 12 yrs 4 mos
Ids Life Insurance CompanyBroker
October 1996 - July 2006 · 9 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.