Bruce Read
Bruce Read is a registered investment advisor at Read Financial Services LLC, based in Phoenix, AZ, with 18 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range from 0.75% to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Phoenix, AZ
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2014Employment Separation After Allegations
July 2008Other Business Activities
Bruce works in customer service for Nationstar Mortgage since 2017. He dedicates the majority of his time to Nationstar and the remainder to CPR Investing.
Employment History
Current Registrations
Read Financial Services LLC
Comprehensive Physicians Retirement Investing
Previous Registrations
Park Avenue Securities LLC
Northwestern Mutual Investment Services,llc
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.