Bruce Boyer
Bruce Boyer is a registered investment advisor at J.P. Morgan Investment Management INC., based in New York, NY, with 8 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Estate Planning, and 5 more. Their firm serves 128,965 clients with $3500B 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 | 2.00% |
Fees range from 0.02% to 2.00% annually depending on the investment mandate and terms negotiated with sponsors or clients. Fees may be negotiable.
Fee Estimator
Location
383 Madison Avenue, New York, NY, 10179
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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 →Employment History
Current Registrations
J.P. Morgan Investment Management INC.
J.P. Morgan Institutional Investments INC.Broker
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations3 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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