Bruderman Private Wealth specializes in serving high-net-worth individuals and families, creating customized investment strategies aligned with each client's vision. They take a holistic approach to financial planning and investing, considering current and future cash needs. Bruderman delivers tailored solutions for ultra-high-net-worth individuals and families, working in concert with each client’s tax and estate planning circumstances.
Fee Structure
Bruderman Private Wealth charges a monthly fee based on a percentage of the assets in your account. The maximum annual fee is 1.875%. The factors used to determine the advisory fee include the size of the account, investment strategy, and the number of accounts. Fees are negotiable, and lower fees may be available from other advisors. Additional fee reductions may be granted for advisory relationships exceeding $25 million.