Advisor at Fleet Capital Management, LLC
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Firm
Fleet Capital Management, LLC
Location
Boulder, CO 80304
Credentials
Series 63, Series 65
Industry experience
37 years
Bruce Fleet is the sole advisor at Fleet Capital Management, LLC, an independent firm based in Boulder, CO. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Fleet has led his firm since 2006. Fleet Capital Management, LLC is a fee-only investment adviser serving individuals, high-net-worth families, trusts, foundations, and charitable institutions. The firm focuses on discretionary portfolio management with an emphasis on downside protection and risk management, utilizing quantitative techniques grounded in Modern Portfolio Theory.
Based on Fleet Capital Management, LLC
0.5% to 1.0% based on risk account level chosen
Account minimum: $250,000 Fee-only: Fee-only investment advisory firm charging percentage of assets under management.
4590 13th Street, Unit 103
Boulder, CO 80304
Colorado · Washington
Fleet Capital Management
2006 - Present (20 years)
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