Bruce Wilcox is a CFP-designated registered investment advisor at Sagespring Wealth Partners, based in Franklin, TN, with 6 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is an associate/employee at Deering Wealth Team, performing investment advisory services, and the owner/proprietor of Moolah Coaching, providing financial coaching, tax services, and bookkeeping. He is also an advisor at SageSpring Wealth Partners, an independent RIA, dedicating about half of his time or more to this.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations2 states
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