Bruce Miller
Bruce Miller is a CFA-designated registered investment advisor at Cookson Peirce Wealth Management, based in Pittsburgh, PA, with 27 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,241 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cookson Peirce Wealth Management charges an annual fee based on the value of your investments. There are different fee schedules for equity and other asset classes.
Equity Schedule:
- 1.0% on the first $2,000,000
- 0.7% on the next $3,000,000
- 0.5% above $5,000,000
Other Asset Class Schedule:
- 0.6% on the first $1,000,000
- 0.5% on the next $1,000,000
- 0.4% above $2,000,000
Location
530 William Penn Place, Pittsburgh, PA, 15219
Get directionsHistory
Regulatory History (1)
Regulatory
November 2000Employment History
Current Registrations
Cookson Peirce Wealth Management
Previous Registrations
Linsco/private Ledger CORP.Broker
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.