BC
BC
Bruce Chmara is a registered investment advisor at Wells Fargo Advisors, based in Wayne, PA, with 38 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
150 N Radnor-Chester Rd, Ste A100, Wayne, PA, 19087
Get directionsHistory
Regulatory History (2)
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Financial
September 2019Final
Customer Dispute
November 1996Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2021 - Present · 5 yrs 5 mos
Wells Fargo Advisors
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Morgan StanleyBroker
March 2011 - February 2021 · 9 yrs 11 mos
Morgan Stanley
March 2011 - February 2021 · 9 yrs 11 mos
Janney Montgomery Scott LLC
March 2006 - April 2011 · 5 yrs 1 mo
Janney Montgomery Scott LLCBroker
May 2000 - April 2011 · 10 yrs 11 mos
Richmond Hillcrest & Company, INC.Broker
June 1997 - May 2000 · 2 yrs 11 mos
First Cambridge Securities CorporationBroker
December 1995 - May 1997 · 1 yr 5 mos
Kensington Securities, INC.Broker
July 1994 - December 1995 · 1 yr 5 mos
Lifeco Securities CorporationBroker
June 1994 - July 1994 · 1 mo
Chadwick Securities, INC.Broker
November 1990 - June 1994 · 3 yrs 7 mos
Wentworth Securities, INC.Broker
January 1990 - November 1990 · 10 mos
Remington Securities, INC.Broker
April 1988 - January 1990 · 1 yr 9 mos
Brighton Industries, INC.Broker
January 1988 - April 1988 · 3 mos
State Registrations22 states
AZCACOCTDEFLGAILINMAMDMIMNNJNVNYOHPATNTXVAVirgin Islands
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.