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Bruno Larocca

11 Years of Experience
Red Bank, NJ

Bruno Larocca is a registered investment advisor at Rdm Capital Associates INC, based in Red Bank, NJ, with 11 years of industry experience. Bruno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
110 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$127.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

RDM typically charges 1.5% of assets under management for equity-based accounts and 0.45% of assets under management for fixed income-based accounts. Fees are negotiable and may be higher or lower than this range.

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

263 Broad St, Red Bank, NJ, 07701

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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
Rdm Capital Associates INC
May 2014 - Present · 12 yrs
State Registrations2 states
NJNY
Advisor

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.
Bruno Larocca - Financial Advisor | TrueAdvisor