Bruce Sutherland is a CFP-designated registered investment advisor at American Elite Advisory, based in Mabank, TX, with 16 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, High Net Worth, Investment Management. Their firm serves 73 clients with $20M 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 | 2.00% |
Rate shown is for separately managed accounts (2.0% annual fee, negotiable). Other program rates apply: AssetMark at 1.10%, American Funds at 1.0%, and Jackson National annuities up to 1.5%.
Fee Estimator
Location
Mabank, TX
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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
American Elite Advisory
Previous Registrations
Money Matters with Ken Moraif
Cambridge Investment Research Advisors, INC.
First Financial Equity Corporation
Banc of America Investment Services, INC.
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.