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Bruce Fletcher

Lri Investments
25 Years of Experience
Palm Beach Gardens, FL
Broker
View SEC Summary
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Bruce Fletcher is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 25 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 582 clients with $2.8B in assets under management.

Lri Investments
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
582 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bruce works as a Senior Client Associate for Lindberg & Ripple since 2017, dedicating nearly full-time hours to client service. He also works as a Client Service Associate for LRI Investments, LLC since 2023, spending nearly full-time hours on client service administration.

Employment History
Current Registrations
Lri Investments
April 2023 - Present · 3 yrs 6 mos
M Holdings Securities, INC.Broker
October 2017 - Present · 9 yrs
Previous Registrations
M Holdings Securities, INC.
October 2017 - April 2024 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2017 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLC
January 2008 - July 2017 · 9 yrs 6 mos
A. G. Edwards & Sons, INC.
June 2007 - January 2008 · 7 mos
A. G. Edwards & Sons, INC.Broker
June 2005 - January 2008 · 2 yrs 7 mos
Schield Securities LLCBroker
May 2000 - September 2003 · 3 yrs 4 mos
American Century Investment Services INC.Broker
July 1998 - July 1999 · 1 yr
State Registrations1 state
FL
AdvisorBrokerBoth

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.
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