Bruce Smith is a registered investment advisor at Grandview Asset Management LLC, based in Harrisburg, PA, with 20 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 663 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GrandView Asset Management generally charges between 1.00% and 1.50% per year to manage your investments. The exact fee is negotiable and depends on the size of your account, the complexity of your assets, and other factors. Fees are deducted directly from your account quarterly, in advance.
Location
4200 Crums Mill Road, Floor 2, Harrisburg, PA, 17112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Grandview Asset Management LLC
Previous Registrations
Infinity Investment Advisors INC
State Registrations1 state
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