J. V. Bruni and Company provides investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. J. V. Bruni manages client accounts on a discretionary basis, tailoring account management to individual investment objectives. The firm primarily invests in corporate equities (stocks) and fixed-income investments in balanced accounts. J. V. Bruni does not provide legal, accounting, market timing, budgeting, financial planning, or estate planning services.
Assets Under Management$950M
Clients385
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$470M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
All fees may be negotiable. Annualized fee rate will never be greater than 1.50% or less than 0.30%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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