Bruce Bryce is a registered investment advisor at Thepartners Wealth Management, based in Thatcher, AZ, with 16 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
326 S. Reay Ln., Suite 100, Thatcher, AZ, 85552
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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 ActivitiesSells Insurance
Bruce is involved with Ash Creek Financial Advisors, LLC, used for assignment of commissions for life insurance and fixed annuities, and Bryce Wealth Management, LLC. He also works as a self-employed insurance agent/consultant for technology businesses, spending minimal time consulting on gaining market share.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management, LTD
The Strategic Financial Alliance
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
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.