William Bruen
William Bruen is a registered investment advisor at Paradigm Investment Advisory, LLC, based in Bridgewater, NJ, with 47 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 645 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual advisory fees range from 0.25% to 1.75% depending on asset level, complexity, and relationship size. Fees are negotiable.
Fee Estimator
Location
1140 Us 22 East, Suite 105, Bridgewater, NJ, 08807
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Regulatory History
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.
Learn about disclosures →Other Business Activities
William operates under several DBAs for his LPL business: Bruen Wealth, Bruen Wealth Management, and Paradigm Wealth Management. He is also a Registered Investment Advisor providing investment advisory services through Paradigm Advisor Group, LLC, dedicating full-time hours to this activity, and spends minimal time as a Notary in New Jersey.
Employment History
Current Registrations
Paradigm Investment Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Lehman Brothers INC.Broker
Loeb PartnersBroker
State Registrations42 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.
Exams
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