Bruce Colin is a CFP-designated registered investment advisor at Bruce Colin and Company, based in Rancho Palos Verdes, CA, with 20 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, Investment Management, Retirement Planning. Their firm serves 35 clients with $220M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
At Bruce Colin's discretion, certain assets may be excluded when calculating fees. No fees are assessed for accounts of family members.
Fee Estimator
Location
Rancho Palos Verdes, CA
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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
Bruce Colin and Company
Previous Registrations
Bruce Colin
State Registrations1 state
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