Frank Bruno is a registered investment advisor at Money Intelligence, based in Santa Clara, CA, with 28 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 274 clients with $170M 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 | 0.50% |
Corporate retirement accounts are charged a fixed fee of $100/employee and $2,500 per year per plan. Fees are negotiable.
Fee Estimator
Location
5201 Great America Pkwy, Suite 455, Santa Clara, CA, 95054
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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 →Employment History
Current Registrations
Money Intelligence
Previous Registrations
MML Distributors, LLCBroker
John Hancock Distributors LLCBroker
Advisors Clearing Network, INC.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLCBroker
Cna Investor Services, INC.Broker
Cigna Financial Advisors,inc.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
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
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