Bruce Sinclair is a registered investment advisor at Prosperity Wealth Management, INC., based in Alexandria, VA, with 4 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Alexandria, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is the founder of Blue Vanguard Strategic, a consulting firm for political and non-profit clients, and a board member for Coulson Oil. He dedicates minimal time to Coulson Oil.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
State Registrations1 state
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