Bruce Betz is a registered investment advisor at Lanark Financial, INC., based in Hunt Valley, MD, with 43 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
6 North Park Drive, Suite 106, Hunt Valley, MD, 21030
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Regulatory 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 →Employment History
Current Registrations
Lanark Financial, INC.Broker
Lanark Financial, INC.
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Ferris, Baker Watts IncorporatedBroker
Baker, Watts & CO., INC.Broker
State Registrations14 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.
Exams
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