Bruce Milove
Bruce Milove is a registered investment advisor at Access Wealth, based in Roseland, NJ, with 38 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 396 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Access Wealth's annual investment advisory fee varies up to 1.50% of the total assets they manage. The fee is based on factors like the amount of assets, complexity, and scope of services. The fee is negotiable.
Location
4 Becker Farm Road, Roseland, NJ, 07068
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Regulatory History (1)
Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Bruce is a partner at BAM and Access Wealth Planning LLC, a registered investment advisor, dedicating a few hours per week to each. He also works as an investment advisory representative and financial planner for Access Wealth Planning LLC full-time, and sells insurance products as an agent.
Employment History
Current Registrations
Access Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Lincoln National Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
Capistrano Securities, INC.Broker
Rexplore Securities, INC.Broker
State Registrations1 state
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.