Bruce Ward is a CFP-designated registered investment advisor at Meridian Wealth Management, LLC, based in Tucson, AZ, with 20 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B 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 |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.
Fee Estimator
Location
5210 E. Williams Circle Suite 820, Tucson, AZ, 85711
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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 Activities
Bruce is the sole owner of Desert Sky Wealth Partners, LLC, created for tax purposes. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations14 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
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