Brucker Wealth is a registered investment advisor that provides ongoing investment advice and financial planning to clients based on their individual needs and goals. Brucker Wealth may recommend third-party professionals, but does not receive compensation from them. Brucker Wealth also participates in Altruist's Model Marketplace and recommends separate managed account programs through Charles Schwab’s Managed Account Marketplace®.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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