Bruce Weininger is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Kamas, UT, with 36 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
Kamas, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Northcoast Asset Management LLC
Foreside Financial Services, LLCBroker
Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC
Kovitz Securities, LLCBroker
Kovitz Investment Group, LLC
Deloitte & Touche Investment Advisors LLC
Mercer Allied Company, L.P.Broker
Mercer Allied CorporationBroker
State Registrations1 state
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