| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
11 Riverside Dr, Suite 206, Cocoa, FL, 32922
Get directionsBruce is the owner/CEO of BLM Enterprises, performing administrative work and dedicating about 10-20% of his time. He is also a Managing Director at Pivotal Financial, providing financial services and IAR services through Prosperity Wealth Management.