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CFP

Matthew Bruce

Independent Financial Partners
14 Years of Experience
Brookfield, WI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Bruce is a CFP-designated registered investment advisor at Independent Financial Partners, based in Brookfield, WI, with 14 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.

Independent Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
317 advisors
Number of Clients
54,154 clients
Average Client Portfolio
$301K average
Assets Under Management
$16.3B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M1.65%
$30.0M - $60.0M1.25%
$60.0M - $90.0M1.10%
$90M+1.00%

Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.

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

Location

15800 W. Bluemound Rd, Suite 103, Brookfield, WI, 53005

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew uses Pointer Financial Group as a DBA for his wealth management practice. He also sells and services fixed insurance products through Bruce Financial LLC (DBA Pointer Financial Group), and owns Queen of Paradise Properties and MOP Properties, which invest in real estate.

Employment History
Current Registrations
Independent Financial Partners
June 2022 - Present · 4 yrs 4 mos
Ifp Securities, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
September 2018 - June 2022 · 3 yrs 9 mos
Independent Financial Partners
December 2014 - January 2019 · 4 yrs 1 mo
LPL Financial LLCBroker
December 2014 - June 2022 · 7 yrs 6 mos
Annex Wealth Management, LLC
March 2012 - December 2014 · 2 yrs 9 mos
H. Beck, INC.Broker
October 2011 - December 2014 · 3 yrs 2 mos
State Registrations5 states
CAILKYVAWI
AdvisorBrokerBoth

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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