JB
JB
Jeffery Bruce
13 Years of Experience
Forest, VA
1 Disclosure
Jeffery Bruce is a registered investment advisor at Bison Creek Wealth Management LLC, based in Forest, VA, with 13 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
78 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$271.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Forest, VA
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2022Final
Other Business Activities
The provided text only mentions "RIA firm" and does not provide any information about Jeffery's outside business activities or insurance sales.
Employment History
Current Registrations
Bison Creek Wealth Management LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Permanens Capital L.P.
July 2021 - August 2021 · 1 mo
Edward Jones
September 2009 - September 2018 · 9 yrs
Edward JonesBroker
August 2009 - September 2018 · 9 yrs 1 mo
State Registrations2 states
COVA
Advisor
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
No exam information available for this advisor.