Bruce Persky
Bruce Persky is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business ActivitiesSells Insurance
Bruce operates under a DBA for his LPL business and Professional Wealth Advisors, LLC. He also engages in non-variable insurance activities through PWA Insurance Services, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Wayne Hummer Asset Management Company
Wayne Hummer Investments L.L.C.Broker
State Registrations29 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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