Bruce Weinstein
Bruce Weinstein is a registered investment advisor at Premier Southwest Planning Group, LLC, based in Scottsdale, AZ, 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 372 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Southwest Planning Group (PSPG) offers investment management services where they manage your investments for you. When PSPG uses third-party money managers, you will pay additional fees ranging from 0% to 1.50% of your portfolio's value, depending on the account size, investment style, and types of investments used. These fees are in addition to PSPG's advisory fees. The annual fee may be negotiable. PSPG also offers a platform through American Funds Service Company (AFS) for accounts with assets up to $50,000, where clients are invested in portfolios constructed solely of mutual funds managed by American Funds. Fees for accounts held at AFS are 0.75% annually for all accounts (not including 529s). For 529 accounts, the annual fee is 1.50% for accounts with assets up to $99,999.99 and 0.95% for accounts with assets of $100,000 and above.
Location
Scottsdale, AZ
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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 an insurance agent selling various insurance products, including life, health, and annuities, through Premier Southwest Benefits Group and Mass Mutual, taking up a significant portion of his time. He also manages a ranch property, co-owns a real estate holding company, refers business for tax prep/accounting services, and is a partner selling insurance products through Premier Southwest Insurance, LLC.
Employment History
Current Registrations
Premier Southwest Planning Group, LLC
Previous Registrations
T&t Capital Management
On Investment Management CO
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Park Avenue Securities LLCBroker
Ascend Financial Services, INC.Broker
Ameritas Investment CORP.Broker
State Registrations4 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.