Frank Bruno
Frank Bruno is a registered investment advisor at Edward Jones, based in Greensboro, NC, with 15 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
809 Green Valley Road Ste 102, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (2)
Financial
January 2018Financial
December 2017Other Business ActivitiesSells Insurance
Frank owns Trilogy Investment Group, an S-Corporation that receives residual income from past health insurance sales, but he has no active participation. He also owns Triad Wine & Gifts and handles the bookkeeping, dedicating minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Woodmen Financial Services, INC.Broker
State Registrations19 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.
Exams
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