Bruce Wood
Bruce Wood is a registered investment advisor at Hilton Head Capital Partners, LLC, based in Hilton Head Island, SC, with 48 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 377 clients with $250M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. An annual administrative account fee of $60 is also charged.
Fee Estimator
Location
7 Lafayette Place, Suite B, Hilton Head Island, SC, 29926
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 1994Customer Dispute
June 1990Customer Dispute
July 1989Other Business ActivitiesSells Insurance
Bruce owns HHCP Insurance Services, LLC, offering insurance and fixed annuities since 2019, dedicating minimal time. He also owns Hilton Head Capital Asset Protection LLC, an insurance business, since 2025, dedicating minimal time.
Employment History
Current Registrations
Hilton Head Capital Partners, LLC
Previous Registrations
Chalice Capital Partners, LLCBroker
Niagara International Capital LimitedBroker
Hayden Royal
Wells Fargo Clearing Services, LLC
Wachovia Securities, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
J.C. Bradford & CO.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations4 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.