Bruce Traina is a registered investment advisor at Traina Investment Advisory, based in Hilton Head Island, SC. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Traina Investment Advisory (TIA) charges an hourly fee for portfolio management services, up to $250 per hour. This fee is collected quarterly in advance, based on the estimated time TIA will spend on your account. The fee is negotiable and may vary from client to client. If you pay too much, the extra will be applied to the next quarter's fee. If you don't pay enough, the difference will be added to the next quarter's fee.
Location
Hilton Head Island, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Traina Investment Advisory
State Registrations1 state
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