Bruce Fletcher is a registered investment advisor at Lri Investments, based in Palm Beach Gardens, FL, with 24 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
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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.
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Bruce works as a Senior Client Associate for Lindberg & Ripple since 2017, dedicating nearly full-time hours to client service. He also works as a Client Service Associate for LRI Investments, LLC since 2023, spending nearly full-time hours on client service administration.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Schield Securities LLCBroker
American Century Investment Services INC.Broker
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.