Peggy Bruce is a registered investment advisor at Prairie Advisory, LLC, based in West Chester, PA, with 7 years of industry experience. Peggy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are either asset based up to 1.50% or a fixed amount depending on various factors.
Fee Estimator
Location
1065 Andrew Drive, West Chester, PA, 19380
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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
Peggy uses "Wilborn Advisors" as a DBA name for Wealthcare Advisory Partners. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
Prairie Advisory, LLC
Wealthcare Advisory Partners LLC
Previous Registrations
The Wealth Consulting Group
V Wealth Advisors LLC
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.