Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are typically paid quarterly and generally do not exceed 2% of assets under management. Financial planning fees are either hourly ($150-$350) or fixed ($650-$2,500), depending on the scope and complexity. These fees may be adjusted based on the client's situation. A minimum total investment amount of $250,000 is generally required, but a lesser amount will be considered.
Areas of Practice
Advisor Information
Office location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
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 works as a Senior Client Associate for Lindberg & Ripple since 2017, dedicating nearly full-time hours to client service. He also works as a Client Service Associate for LRI Investments, LLC since 2023, spending nearly full-time hours on client service administration.