Juan Bruno
Juan Bruno is a registered investment advisor at Kovack Advisors, INC., based in San Juan, PR, with 26 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
161 Ponce De Leon, Suite 301, San Juan, PR, 00917
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
Juan is the president of Legacy Financial Network, LLC, focusing on investments and spending about half his time there. He also dedicates about a quarter of his time as president of Legacy Financial Network selling fixed life insurance and fixed annuities, serves on the advisory board and leads bible studies at Riverside Church (minimal time), and works as a notary public (minimal time).
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Lincoln Financial Securities CorporationBroker
Signator Investors, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations10 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.