Bruce Honig is a registered investment advisor at Conservation Capital, LLC, based in Palm Beach Gardens, FL, with 25 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. Their firm serves 7 clients with $8.6M 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 $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Palm Beach Gardens, FL
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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 →Other Business Activities
Bruce is a passive limited partner in three real estate limited partnerships dating back to the 1980s and 1990s, requiring no time commitment. He is also a co-trustee for two personal residence trusts, dedicating minimal time to these duties.
Employment History
Current Registrations
Conservation Capital, LLC
Previous Registrations
Northern Trust Investments, National Association.
State Registrations1 state
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