BK
BK

Bruce Krueger

46 Years of Experience
Broker

Bruce Krueger is a registered investment advisor at Buttonwood Partners, INC., based in Madison, WI, with 46 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 28 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
28 clients
Average Client Portfolio
$584K average
Assets Under Management
$16.4M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M1.00%
$2.0M - $5.0M1.00%
$5.0M - $10.0M1.00%
$10M+0.95%

Schedule shown is for balanced and equity accounts. Fixed income accounts have a different schedule: Next $1M: 0.85%, Next $3M: 0.75%, Next $5M: 0.60%, Over $10M: 0.45%

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

701 Deming Way, Suite 100, Madison, WI, 53717

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Buttonwood Partners, INC.
October 1990 - Present · 35 yrs 6 mos
Buttonwood Partners, INC.Broker
October 1990 - Present · 35 yrs 6 mos
Previous Registrations
Midamerica Management CorporationBroker
July 1990 - October 1990 · 3 mos
Shearson Lehman Hutton INC.Broker
April 1988 - July 1990 · 2 yrs 3 mos
E. F. Hutton & Company INCBroker
December 1980 - April 1988 · 7 yrs 4 mos
Boettcher & CompanyBroker
June 1978 - November 1979 · 1 yr 5 mos
State Registrations17 states
AKALARAZCACOIAILKSMNMONDNEORSCWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Bruce Krueger - Financial Advisor | TrueAdvisor