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Bruce Chugg is a registered investment advisor at Chugg Wealth Strategies, LLC, based in Provo, UT, with 29 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 24 clients with $28M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$28.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
180 N. University Ave, Suite 270, Provo, UT, 84601
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2001Settled
Employment History
Current Registrations
Chugg Wealth Strategies, LLC
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Tessera Capital Partners, LLCBroker
March 2017 - October 2017 · 7 mos
Ari Financial Services, INC.Broker
October 2015 - November 2015 · 1 mo
Daniel Wealth Advisors
January 2015 - July 2016 · 1 yr 6 mos
Daniel Wealth Advisors
October 2013 - December 2014 · 1 yr 2 mos
Princor Financial Services Corporation
March 2008 - October 2013 · 5 yrs 7 mos
Princor Financial Services CorporationBroker
March 2008 - October 2013 · 5 yrs 7 mos
Wells Fargo Securities, LLCBroker
March 2001 - February 2002 · 11 mos
Wells Fargo Investments, LLCBroker
November 2000 - February 2008 · 7 yrs 3 mos
Wells Fargo Brokerage Services, L.L.C.Broker
October 2000 - December 2000 · 2 mos
Wells Fargo Securities INC.Broker
September 2000 - October 2001 · 1 yr 1 mo
Wm Financial Services, INC.Broker
September 1999 - September 2000 · 1 yr
Zions Investment Securities, INC.Broker
September 1997 - October 1999 · 2 yrs 1 mo
Dean Witter Reynolds INC.Broker
April 1996 - July 1997 · 1 yr 3 mos
State Registrations3 states
CATXUT
Advisor
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.
Exams
No exam information available for this advisor.