Bruno Mountain Advisory provides investment advice, financial planning, and portfolio management to individuals and small businesses. They tailor investment strategies to each client's objectives, risk tolerance, and financial situation. They manage accounts on a discretionary and non-discretionary basis. Client meetings are conducted virtually, at client residences, or at the firm's location in Bend, OR.
Fee Structure
Bruno Mountain Advisory charges a percentage of the assets they manage. The specific percentage can range from 0.15% up to 2.0% annually. Fees are negotiable and billed quarterly, in advance, based on the value of the account at the end of the previous quarter. They also utilize a non-discretionary investment management contract to track, monitor and advise on private investments using the same fee structure.