Bruce Kaserman
Bruce Kaserman is a registered investment advisor at B.G. Kaserman & Associates L.L.C., based in Vienna, VA, with 9 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The total blended fee, including BGK Financial's fee and the Independent Manager’s fee, will not exceed 2.00% annually. Fees may be higher for relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Vienna, VA
Get directionsHistory
Regulatory History (2)
Financial
May 2019Criminal
April 1998Other Business ActivitiesSells Insurance
Bruce is the President of BGK Financial, working as an independent insurance broker and selling gold and silver. This takes about 10-20% of his time, with a small portion during securities trading hours.
Employment History
Current Registrations
B.G. Kaserman & Associates L.L.C.
Previous Registrations
Portfolio Medics, LLC
First Advisors National, LLC
Horter Investment Management, LLC
Regal Investment Advisors LLC
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.