Bruce Filingeri
Bruce Filingeri is a registered investment advisor at Glastonbury Cpa's Financial Advisors, LLC, based in Glastonbury, CT, with 24 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 43 clients with $32M 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+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
655 Winding Brook Drive, Glastonbury, CT, 06033
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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 Activities
Bruce is a registered investment advisor representative with Glastonbury Financial Advisors, LLC since 2003, where he spends about 10% of his time and has 50% ownership. He is also a tax partner at SRC, Certified Public Accountants, PC.
Employment History
Current Registrations
Glastonbury Cpa's Financial Advisors, LLC
State Registrations1 state
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