Rene Bruer is a CFP-designated registered investment advisor at Smith Bruer, based in Tallahassee, FL, with 18 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Contact
Rene Bruer
Location
1700 Summit Lake Drive, Suite 102, Tallahassee, FL, 32317
Get directionsHistory
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 →Other Business Activities
Rene is an adjunct faculty member at Flagler College, teaching undergraduate students since 2012. This non-investment related activity takes about a quarter of Rene's time.
Employment History
Current Registrations
Smith Bruer
Previous Registrations
Partnervest Advisory Services LLC
Invest Financial Corporation
Thrivent Investment Management INC.
State Registrations2 states
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.
Exams