Jeffrey Bruss is a registered investment advisor at Legacy Wealth Advisors, LLC, based in Clinton Township, MI, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 220 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
41700 Hayes Road Suite A, Clinton Township, MI, 48038
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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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Jeffrey is a real estate broker with Bruss Realty, LLC, dedicating about 10-20% of his time. He also works as an attorney specializing in estate planning, administration, and real estate law, taking about half of his time, and serves on the board of directors for FreeStar Financial Credit Union, dedicating a few hours per week.
Employment History
Current Registrations
Legacy Wealth Advisors, LLC
Previous Registrations
Legacy Wealth Advisors, LLC
State Registrations1 state
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