BF
CFP
BF
CFP

Bruce Jonathan Fenster

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
908 clients
Average Client Portfolio
$15.9M average
Assets Under Management
$14.4B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.35%
$10.0M - $15.0M0.25%
$15M+0.25%

Fees negotiable for additional assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Mycio Wealth Partners, LLC
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
November 2009 - October 2012 · 2 yrs 11 mos
Pricewaterhousecoopers Investment Advisers LLC
October 1998 - October 2009 · 11 yrs
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Bruce Jonathan Fenster - Financial Advisor | TrueAdvisor