Bruce Lindsay
Bruce Lindsay is a CFP-designated registered investment advisor at Keystone Financial Group, LLC, based in Louisville, KY, with 43 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,508 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Financial Group offers asset management services where fees are based on a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. These fees are negotiable based on factors like the type of client, complexity, and the amount invested. Fees are billed quarterly in advance. Keystone Financial Group also offers the Keystone Wealth Managed Asset Program (KEYMAP), with similar fee ranges and billing practices. KEYMAP accounts can be either wrap fee (KEYMAP Program II) or non-wrap fee (KEYMAP Program I), affecting how transaction costs are handled.
Location
6013 Brownsboro Park Blvd, Suite A, Louisville, KY, 40207
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Bruce sells non-variable insurance through various insurance companies since 2006. He also provides investment advisory services through Keystone Financial Group LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Keystone Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward D. Jones & CO., L.P.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Ids/american Express INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.