TrueAdvisor
TrueAdvisor
NB
CFP
NB
CFP

Nicholas Bruce

Advisory Services Network
5 Years of Experience
Vero Beach, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Nicholas Bruce is a CFP-designated registered investment advisor at Advisory Services Network, based in Vero Beach, FL, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1575 Indian River Blvd, Suite C240, Vero Beach, FL, 32960

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History

Regulatory History (1)
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Criminal
December 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
September 2021 - March 2024 · 2 yrs 6 mos
UBS Financial Services INC.Broker
August 2021 - March 2024 · 2 yrs 7 mos
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.
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