Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The FKSC Wrap Fee Program charges an annual fee based on assets under management. The fee covers advisory services, administrative expenses, custody charges at RBC Advisor Services, and brokerage services when trades are conducted through RBC. The program requires a minimum of $10,000 of assets under management, but this may be negotiable. Fees are billed quarterly, in advance, based on the account value at the end of the previous quarter. The fees do not cover brokerage through other brokers, custody elsewhere, or fund expenses.
Areas of Practice
Advisor Information
Office location
4360 Brownsboro Road, Suite 300, Louisville, KY, 40207
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 Activities
Bruce is the founder of Bourbon Brotherhood, a monthly bourbon tasting group, and co-chair of Bourbon Mixer, a charity fundraising event. These activities are not investment-related and take minimal time each month.