Mitchell Bruner is a registered investment advisor at Hurlburt Financial, based in Lakeland, FL. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 162 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hurlburt Financial uses sub-advisors to manage client investments. The total annual fee is a combination of the sub-advisor's fee and Hurlburt Financial's fee, calculated as a percentage of your portfolio. There are different fee schedules depending on the service:
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CPAlliancetm Investment Supervisory Services:
- Up to $3,000,000: 1.50%
- $3,000,001 - $5,000,000: 1.00%
- Over $5,000,000: 0.75%
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CPAlliancetm 401(k) Services:
- Up to $1,000,000,000: 1.00%
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CPAlliancetm 401(k) Pilot Services:
- Up to $3,000,000: 1.50%
- $3,000,001 - $5,000,000: 1.00%
- Over $5,000,000: 0.75%
All fees are subject to negotiation.
Location
5125 S. Lakeland Drive #4, Lakeland, FL, 33813-2578
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hurlburt Financial
State Registrations1 state
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