JB
CFA
JB
CFA

John Bruce

38 Years of Experience
1 Disclosure

John Bruce is a CFA-designated registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,286 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,286 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $10.0M0.60%
$10M+0.50%

Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.

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

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

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History

Regulatory History (1)
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Regulatory
August 1991
Final
Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
Flippin Bruce & Porter INC
August 1987 - July 2021 · 33 yrs 11 mos
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.