Bruce Dobbs
Bruce Dobbs is a registered investment advisor at Resources Asset Management LLC, based in Ellenwood, GA, with 1 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 12 clients with $18M 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 | 1.00% |
Fees are negotiable and shall not exceed 2.35%.
Fee Estimator
Location
Ellenwood, GA
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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 involved in drug development with Singh Molecular Medicine Inc. and works as an agent for American Family Insurance, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Resources Asset Management LLC
State Registrations1 state
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