Virginia Bruce
Virginia Bruce is a CFP-designated registered investment advisor at Firewall Capital Management, based in Enumclaw, WA, with 24 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 184 clients with $56M 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 $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Firefighters receive discounted rates: $0 to $50,000: 1.50%, $50,001 to $250,000: 1.25%, $250,001 to $500,000: 1.15%, $500,001 to $1,000,000: 1.00%, Over $1,000,000: 0.80%. Fees are negotiable.
Fee Estimator
Location
1110 Stevenson Ave. #207, Enumclaw, WA, 98022
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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
Firewall Capital Management
Previous Registrations
Financial Insights INC
Financial Insights INC
State Registrations1 state
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