Nicholas Bruce
Nicholas Bruce is a CFP-designated registered investment advisor at Advisory Services Network, based in Vero Beach, FL, with 4 years of industry experience. Nicholas 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
1575 Indian River Blvd, Suite C240, Vero Beach, FL, 32960
Get directionsHistory
Regulatory History (1)
Criminal
December 2001Other Business ActivitiesSells Insurance
Nicholas is a managing partner and attorney at Bruce Estate Law, dedicating about 10-20% of his time to estate planning and probate. He also works as an insurance agent for NLB Insurance, LLC, spending minimal time on insurance sales, and serves on the board of directors for several non-profit organizations.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.