Bruce Ehler is a registered investment advisor at O'brien and Associates, INC., based in West Union, IA, with 5 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Location
West Union, IA
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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
Bruce owns a 153-acre farm and rents it out. He dedicates minimal time to this business activity, which is not investment-related.
Employment History
Current Registrations
O'brien and Associates, INC.
State Registrations1 state
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