Bruce & Co., Inc. provides continuous investment advice to clients based on their individual needs. They develop a personal investment policy and manage a portfolio based on that policy. They manage accounts on a discretionary or non-discretionary basis, and their recommendations generally include advice regarding exchange-listed securities, securities traded over-the-counter, foreign issuers, and more.
Assets Under Management$400M
Clients3
Advisors1
Avg. per Client$130M
Avg. per Advisor$400M
Fee Structure
Investment management only (planning not offered)
Bruce & Co., Inc. charges an annual fee based on a percentage of the assets they manage for you. The fee schedule is as follows:
- First $500,000: 0.6% to 1.0%
- $500,000 to $1,500,000: 0.5% to 1.0%
- Over $1,500,000: 0.4% to 1.0%
Fees are calculated at the end of each calendar quarter based on the value of your account.
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