Bruce Beaty
Bruce Beaty is a ChFC-designated registered investment advisor at Ae Wealth Management, LLC, based in San Diego, CA, with 8 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B 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 | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
13500 Evening Creek Dr N., Suite 550, San Diego, CA, 92128
Get directionsHistory
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 ActivitiesSells Insurance
Bruce is involved in several business activities, including investment advisory services, business consulting, and serving as a referral partner for AUM. He also holds managing member and managing partner positions in multiple LLCs, and conducts annuity and IUL business.
Employment History
Current Registrations
Ae Wealth Management, LLC
Madison Avenue Securities, LLC
Previous Registrations
Onpointe Advisory and Financial Services, LLC
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.
Exams
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