Bruce Herbert is a registered investment advisor at Newground Social Investment, based in Seattle, WA, with 26 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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 120 clients with $160M 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 $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.60% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.30% |
Fees are negotiable at the sole discretion of the firm. Sub-advisor fees and setup fees are separate.
Fee Estimator
Location
111 Queen Anne Ave N, Suite 500, Seattle, WA, 98109
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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
Newground Social Investment
Previous Registrations
Newground Investment Services, or Newground
Newground Investment Services, or Newground
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.
Exams
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