Joseph Bruderman is a registered investment advisor at Bruderman Private Wealth, based in Stoneham, MA, with 17 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bruderman Private Wealth charges a monthly fee based on a percentage of the assets in your account. The maximum annual fee is 1.875%. The factors used to determine the advisory fee include the size of the account, investment strategy, and the number of accounts. Fees are negotiable, and lower fees may be available from other advisors. Additional fee reductions may be granted for advisory relationships exceeding $25 million.
Location
Stoneham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is the President/CEO of Investegrity LLC, a Registered Investment Advisory firm, since March 2020. As the sole employee, Joseph handles all business duties and spends about half his time on this activity.
Employment History
Current Registrations
Bruderman Private Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citizens Securities, INC.Broker
Citizens Securities, INC.
Nylife Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., 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.