Bruce Stamper is a registered investment advisor at Stamper Capital & Investments, INC., based in Capitola, CA, with 15 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Schedule is for individual accounts direct. For individual accounts through a broker/advisor: 0.50% on the first $1 million, 0.40% on the second and third $ million, 0.30% on the fourth $ million and higher. Fees are negotiable on accounts over $10 million.
Fee Estimator
Location
Capitola, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stamper Capital & Investments, INC.
State Registrations1 state
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