Bruce Devoogd
Bruce Devoogd is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 21 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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.