Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
724 Capital charges an annual wrap fee of 1.00% of assets under management. This fee is generally negotiable and covers transaction fees. The fee is withdrawn quarterly in advance, and unearned fees are refunded on a prorated basis. There is an account minimum of $5,000, which may be waived at 724 Capital's discretion.
Areas of Practice
Advisor Information
Office location
One Pointe Dr, Suite 205, Brea, CA, 92821
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 sales representative for fixed insurance products, dedicating a few hours per week to this activity. He also leads a study group and works full-time as an investment adviser representative for 724 Capital LLC.