Bruce Holdridge is a CFP-designated registered investment advisor at Standard Planning Company, based in Rockport, MA, with 21 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 147 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.35% |
| $3M+ | 0.35% |
Fees are negotiable for amounts over $3,000,000. Some clients may prefer a fixed annual advisory fee based on the amount of assets and the scope of work.
Fee Estimator
Location
Rockport, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Standard Planning Company
Previous Registrations
Standard Planning Company
State Registrations1 state
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