Adam Bruno
Adam Bruno is a registered investment advisor at Evolution Wealth Management INC., based in Fort Myers, FL, with 5 years of industry experience. Adam 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, Retirement Planning, and 1 more. Their firm serves 189 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolution Wealth Management (EWM) manages investments through its Wrap Fee Program. Clients pay either a percentage of their portfolio or a fixed annual fee.
- Asset-based fee: Up to 2.00% of the portfolio's value, billed monthly.
- Fixed fee: Typically ranges from $80,000 to $100,000 per year, billed quarterly or monthly in advance. Reserved for clients with over $10,000,000 in assets under management.
The wrap fee covers investment advice, custodial services, and transaction costs. Additional fees and expenses, such as mark-ups, taxes, and internal management fees for mutual funds and ETFs, are not included.
Location
12487 Brantley Commons Court, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History (3)
Regulatory
October 2015Regulatory
September 2012Regulatory
April 2012Other Business ActivitiesSells Insurance
Adam works as an insurance agent at Evolution Retirement Services Inc. since 2018, dedicating nearly full-time hours to the sales of insurance products and services.
Employment History
Current Registrations
Evolution Wealth Management 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.