Bruce Udell
Bruce Udell is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in Sarasota, FL, with 44 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
1233 S. Tamiami Trail, Sarasota, FL, 34239
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
Bruce is a 50% owner and IAR of NFP Advisory Services and an investment advisor representative with Kestra Advisory Services, dedicating nearly all of his time to investment advisory services. Bruce also owns rental real estate, is involved with the Jewish Federation and Jewish Housing Council Foundation, and provides financial planning and life insurance services through Udell Associates, LLC, and is a member of ABUNDANCE COLLABORATIVE AGENCY, LLC.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Asset Management Partners
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
New York Life Securities CORP.Broker
State Registrations7 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
More Advisors
- Michael Fuller, CFP, ChFCNorthwestern Mutual Investment Services,llc
- Dean Mackey, CFPEdward Jones
- Jared Motzenbecker, CFPLPL Financial LLC
- Austin Pickle, CFASeia
- Peter Abbott, CFPEdward Jones
- Brenton Campbell, CFPEdward Jones