Bruce Bassin offers financial planning, recommendations for third-party investment managers, and retirement plan services. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. The firm also recommends other investment advisors and monitors their performance. Retirement plan services are offered to retirement plan sponsors and individual participants.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered at an hourly rate up to $350 per hour, or a fixed fee ranging from $350 to $4,000. The final fee depends on the complexity of the client's situation.
One-Time Plan:$350 - $4,000
Hourly Rate:Up to $350/hr
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