Bruce Schilling
Bruce Schilling is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Jacksonville, FL, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
7077 Bonneval Road, Suite 450, Jacksonville, FL, 32216
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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 →Other Business ActivitiesSells Insurance
Bruce is the owner and managing member of Schilling Private Wealth Services, LLC, which facilitates insurance business, and also sells fixed insurance. He also co-owns Farb and Schilling, LLC, an entity for buying and managing commercial real estate; each activity takes minimal time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Lionsbridge Wealth Management LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Investors Capital CORP.Broker
Clark Securities, INC.Broker
Clark-Bardes Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
New England SecuritiesBroker
Cigna Financial Advisors,inc.Broker
State Registrations11 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.