Bruce Kaufman
Bruce Kaufman is a registered investment advisor at Bdkmarketgroup Investment Management LLC, based in Wellesley, MA, with 14 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 16 clients with $17M 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 | 0.50% |
Some clients qualify for performance-based fees of 0.5% of the market value of assets.
Fee Estimator
Location
892 Worcester Street, Suite 130, Wellesley, MA, 02482
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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 Chairman of the Board for Teenfreeway Inc. and a Director for RewardsGold.com and Letcharityring.org, all web-based marketing companies. These activities involve strategic planning and take minimal time each month.
Employment History
Current Registrations
Bdkmarketgroup Investment Management LLC
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.