Bruce Primeau
Bruce Primeau is a CFP, PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 13 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
3390 Asbury Road, Dubuque, IA, 52002-2801
Get directionsHistory
Regulatory History (1)
Criminal
January 1984Other Business Activities
Bruce works as an investment adviser and financial planning consultant for Avantax Planning Partners, Inc. and as a wealth advisor for Summit Wealth Advocates, dedicating about half of his time to each role.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Summit Wealth Advocates, LLC
M Holdings Securities, INC.Broker
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.