Bruce Devoogd
Bruce Devoogd is a registered investment advisor at Ip Financial Advisory Services LLC, based in Katy, TX, with 21 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M 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 |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.
Fee Estimator
Location
Katy, TX
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2022Judgment / Lien
August 2022Judgment / Lien
December 2021Other Business ActivitiesSells Insurance
Bruce is a managing member of Old Harbor Financial LLC, an insurance agency selling non-variable insurance products. He dedicates about half of his time to this activity, with most of it during market hours, and also sells all lines of insurance products through various insurance companies.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Innovation Partners LLC
Spc
Sigma Financial CorporationBroker
Nylife Securities INC.Broker
State Registrations3 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
- Benjamin Simiskey, CFPLakes Wealth Advisory, LLC
- Robin Giles, CFPApex Wealth Management, LLC
- Kyle Flodder, CFP, ChFCEquitable Advisors, LLC
- Samuelson Drumond, CFPDrumond Wealth Management
- Shane Theriot, CFPEdward Jones
- C Saacke, CFPAmeriprise Financial Services, LLC