Bruce Hulme
Bruce Hulme is a registered investment advisor at Bortolussi Wealth Management, INC., based in Southborough, MA, with 23 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 85 clients with $69M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $100 per account. Clients using Betterment Institutional platform pay 0.50% to BWM plus 0.25% to Betterment.
Fee Estimator
Location
30 Turnpike Road, Suite 3, Southborough, MA, 01772
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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
Bortolussi Wealth Management, INC.
Previous Registrations
The O.N. Equity Sales CompanyBroker
Royal Alliance Associates, 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.