Bruce Shindelman
Bruce Shindelman is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 41 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Ave., Tampa, FL, 33613
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2010Customer Dispute
July 2007Customer Dispute
August 2002Other Business Activities
Bruce is an investment advisor at Jaffe Tilchin Investments Partners since 2020, dedicating nearly full-time hours to portfolio management. This activity is investment-related.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Apw Capital, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Dean Witter Reynolds INC.Broker
Acorn Securities,inc.Broker
The Stuart-James Company, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
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.