JB
JB
Jerome Bruni is a registered investment advisor at Bruni J V & CO, based in Colorado Springs, CO, with 33 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 385 clients with $950M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
385 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$946.9M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
All fees may be negotiable. Annualized fee rate will never be greater than 1.50% or less than 0.30%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1528 N. Tejon St., Colorado Springs, CO, 80907
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2009Settled
Employment History
Current Registrations
Bruni J V & CO
January 1993 - Present · 33 yrs 4 mos
State Registrations2 states
COTX
Advisor
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
No exam information available for this advisor.