Robert Bruner is a registered investment advisor at Bankplus Wealth Advisors, based in New Orleans, LA, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 500 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BankPlus Wealth Advisors (BWA) and BankPlus Digital Advisor (BDA) charge a percentage of your portfolio each year. The rate decreases as the amount you invest increases. Fees may be negotiable for larger accounts.
Securities Account AUM
- First $1,000,000: 1.00% per year
- Next $1,000,000: 0.80% per year
- Next $3,000,000: 0.70% per year
- Over $5,000,000: Negotiated
Fixed Income Securities Only AUM
- First $1,000,000: 0.60% per year
- Next $1,000,000: 0.50% per year
- Next $3,000,000: 0.40% per year
- Over $5,000,000: Negotiated
Brokered CDs/Treasury/Agency Securities Only AUM
- First $2,000,000: 0.40% per year
- Next $3,000,000: 0.35% per year
- Over $5,000,000: Negotiated
Custody Account Assets
- First $1,000,000: 0.50% per year
- Next $1,000,000: 0.40% per year
- Next $3,000,000: 0.30% per year
- Over $5,000,000: Negotiated
BWA occasionally directs clients to third-party money managers through a managed account program. Fees for these services are in addition to BPWM's advisory fees.
Location
909 Poydras St, 17th Floor, New Orleans, LA, 70112
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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
Robert is an advisor for Spot2Nite Inc., a recreational vehicle IOS application, assisting with business structure and pitchbook presentations. He dedicates minimal time to this activity, primarily on weekends.
Employment History
Current Registrations
Bankplus Wealth Advisors
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
John Hancock Funds, LLCBroker
State Registrations2 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.