JB
CFA
JB
CFA

John Thomas Bruce

38 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,286 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.75%
$1.0M - $10.0M0.60%
$10M+0.50%

Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

110 East 59th Street, 7th Floor, New York, NY, 10022

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 1991
Final
Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Flippin Bruce & Porter INC
August 1987 - July 2021 · 33 yrs 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.