Robert Bruce is a registered investment advisor at Bruce & CO INC, based in Chicago, IL, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bruce & Co., Inc. charges an annual fee based on a percentage of the assets they manage for you. The fee schedule is as follows:
- First $500,000: 0.6% to 1.0%
- $500,000 to $1,500,000: 0.5% to 1.0%
- Over $1,500,000: 0.4% to 1.0%
Fees are calculated at the end of each calendar quarter based on the value of your account.
Location
20 N. Wacker Drive Ste 2414, Chicago, IL, 60606
Get directionsHistory
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
Robert is a director at Professional Life & Casualty Insurance Company since 1984. He dedicates minimal time to this role, outside of his advisory client duties.
Employment History
Current Registrations
Bruce & CO INC
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.