Bruce Sutherland is a CFP-designated registered investment advisor at American Elite Advisory, based in Crowley, TX, with 15 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Elite Advisory charges different fees depending on the investment platform used:
- Separately managed accounts: 2% annually (negotiable)
- AssetMark Trust Company: 1.10% annually (negotiable)
- American Funds: 1% annually (not negotiable)
- Jackson National Life Insurance Company (annuities): Up to 1.5% annually (negotiable)
Location
Crowley, TX
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Regulatory History
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
American Elite Advisory
Previous Registrations
Money Matters with Ken Moraif
Cambridge Investment Research Advisors, INC.
First Financial Equity Corporation
Banc of America Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.