MB
CFP
MB
CFP

Michael Bruno

25 Years of Experience
Tampa, FL
Broker

Michael Bruno is a CFP-designated registered investment advisor at T. Rowe Price Advisory Services, INC., based in Tampa, FL, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13,517 clients with $5.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
500 advisors
Number of Clients
13,517 clients
Average Client Portfolio
$436K average
Assets Under Management
$5.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
March 2019 - Present · 7 yrs 7 mos
T. Rowe Price Investment Services, INC.
March 2019 - Present · 7 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2015 - January 2019 · 3 yrs 4 mos
Cetera Investment Services LLCBroker
September 2015 - January 2019 · 3 yrs 4 mos
Investment Centers of America, INC.
October 2012 - September 2015 · 2 yrs 11 mos
Investment Centers of America, INC.Broker
October 2012 - September 2015 · 2 yrs 11 mos
T. Rowe Price Advisory Services, INC.
July 2004 - October 2012 · 8 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
July 2004 - October 2012 · 8 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2003 - June 2004 · 1 yr 2 mos
UBS Painewebber INC.
July 2000 - October 2002 · 2 yrs 3 mos
UBS Painewebber INC.Broker
July 2000 - October 2002 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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