Justin Rae
Justin Rae is a CFP-designated registered investment advisor at Bruno Mountain Advisory, LLC, based in Bend, OR, with 20 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 50 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bruno Mountain Advisory charges a percentage of the assets they manage. The specific percentage can range from 0.15% up to 2.0% annually. Fees are negotiable and billed quarterly, in advance, based on the value of the account at the end of the previous quarter. They also utilize a non-discretionary investment management contract to track, monitor and advise on private investments using the same fee structure.
Location
105 NW Riverfront Street, Bend, OR, 97703
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2023Other Business ActivitiesSells Insurance
Justin is involved with several organizations, including the RAE Family Foundation, Bend Paddle Trail Alliance, Bend Outdoor Worx, LLC, Enrg Kayaking, LLC, Rios Lodge, and CHAII. He is also an agent for Crump Life Insurance Service, Inc., selling life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Bruno Mountain Advisory, LLC
Previous Registrations
Northline Wealth Management LLC
Mutual Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
State Registrations1 state
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.