Bruce Konners is a CFA-designated registered investment advisor at Envision Asset Management, INC., based in Plantation, FL, with 17 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
Plantation, FL
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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 VP and CFO of Party Supermarket, Inc. since 1986, and spends minimal time on this. He also works as an administrative assistant in training at Asset Planning Group, dedicates a few hours per week to a soccer website, and volunteers as a director at Univ of FL Hillel.
Employment History
Current Registrations
Envision Asset Management, INC.
Previous Registrations
Cathy Pareto and Associates
Azzendo Wealth Advisors
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.