Bruce Hunt is a registered investment advisor at Rose Valley Asset Management LLC, based in Media, PA, with 22 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 72 clients with $90M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
A minimum of $2,000,000 of assets under management is required for this service, but this may be negotiable and subject to a $5,000 annual minimum fee. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
230 N. Monroe Street, Suite 200, Media, PA, 19063-2908
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rose Valley Asset Management LLC
Previous Registrations
Wescott Financial Advisory Group LLC
State Registrations1 state
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