Bruce Hanks
Bruce Hanks is a registered investment advisor at Wealth Management of Kentucky, INC., based in Lexington, KY, with 27 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 87 clients with $43M 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% |
Fees are generally negotiable. If third-party money managers are used, the client will never pay over 2% for the combined services.
Fee Estimator
Location
444 E Main Street, Suite 112, Lexington, KY, 40507
Get directionsHistory
Regulatory History (3)
Investigation
April 2024Regulatory
October 2020Regulatory
December 2016Other Business ActivitiesSells Insurance
Bruce is a licensed insurance agent for estate planning. This requires minimal time.
Employment History
Current Registrations
Wealth Management of Kentucky, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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.