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William Bruckner

Woodstock Wealth Management, INC.
16 Years of Experience
West Palm Beach, FL
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

William Bruckner is a registered investment advisor at Woodstock Wealth Management, INC., based in West Palm Beach, FL, with 16 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

515 N. Flagler Drive, Suite P-300, West Palm Beach, FL, 33401

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2018
Final
Regulatory
February 2017
Final
Employment Separation After Allegations
May 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is the owner of Banyan Private Wealth, running a branch office of Woodstock and handling expenses. He dedicates minimal time to this activity, which includes selling non-securities related insurance.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Woodstock Financial Group, INC.
May 2016 - November 2018 · 2 yrs 6 mos
Woodstock Financial Group, INC.Broker
May 2016 - February 2018 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - June 2016 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - June 2016 · 3 yrs 11 mos
Sanford C. Bernstein & CO., LLC
October 2010 - October 2010 · 0 mos
Alliancebernstein L.P.
May 2010 - July 2012 · 2 yrs 2 mos
Sanford C. Bernstein & CO., LLCBroker
February 2010 - July 2012 · 2 yrs 5 mos
State Registrations1 state
FL
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.
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William Bruckner - Financial Advisor | TrueAdvisor