Bruce Michael Devoogd

Ip Financial Advisory Services LLC

20 Years of Experience

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Firm Information

Ip Financial Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

118 advisors

Number of Clients

2,041 clients

Average Client Portfolio

$223K average

Assets Under Management

$456.1M

Fee Structure

Financial Planning:Investment management only

IP Financial Advisory Services LLC representatives may earn commission-based compensation for selling insurance products, which is separate from advisory fees. This presents a conflict of interest. They may also receive compensation from third-party investment advisors for recommending their services, creating another potential conflict of interest. The firm also provides actuarial and other consulting services for separate fees.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

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Regulatory History (3)

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.

Judgment / Lien

August 2022

Judgment / Lien

August 2022

Judgment / Lien

December 2021

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Other Business ActivitiesSells Insurance

Bruce is a managing member of Old Harbor Financial LLC, an insurance agency selling non-variable insurance products. He dedicates about half of his time to this activity, with most of it during market hours, and also sells all lines of insurance products through various insurance companies.