Bruce Keller is a CFA-designated registered investment advisor at Total Assets Management, INC., based in Portland, OR, with 13 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $1.3M in assets under management.
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% |
Non-profit accounts are charged 0.90%. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
15171 Bangy Road, Suite 440, Portland, OR, 97035
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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
Total Assets Management, INC.
State Registrations1 state
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