Bruce Edger
Bruce Edger is a registered investment advisor at Summit Advisors, LLC, based in Hastings, MI, with 37 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 103 clients with $74M 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 | 1.50% |
Maximum annual fee is 1.50% and is negotiable. Fees can be billed monthly or quarterly.
Fee Estimator
Location
518 West Apple Street, Hastings, MI, 49058
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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 →Other Business ActivitiesSells Insurance
Bruce is a registered investment advisor with Summit Advisors LLC, spending about half his time in this role. He is also a member of the board of directors for Northpointe Bank, dedicating a few hours per week, and a sole proprietor for fixed insurance sales and service, spending minimal time on this. Bruce is also a co-owner of Apple Street LLC, an office building rental, spending minimal time on this.
Employment History
Current Registrations
Summit Advisors, LLC
Beaconsfield Financial Services, INC.Broker
Previous Registrations
American Capital Equities, INC.Broker
State Registrations11 states
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
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