Advisor at American Elite Advisory
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Firm
American Elite Advisory
Location
Mabank, TX
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.
Based on American Elite Advisory
$0+: 2.00% annually for separately managed accounts by AEA (negotiable) $0+: 1.10% annually of AssetMark program fee (fees per AssetMark schedule, negotiable) $0+: 1.00% annually for American Funds (not negotiable) $0+: Up to 1.50% annually for fee-based fixed index and variable annuity products through Jackson National Life Insurance Company (negotiable)
Fee-only: Management fees as percentage of AUM; no commissions accepted
Mabank, TX
Texas
Texas Elite Advisory, Llc
2019 - Present (7 years)
UNEMPLOYED
2017 - 2019 (2 years)
MMWKM Advisors, LLC
2011 - 2017 (6 years)
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Is active or affiliated with:
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Is not active or affiliated with:
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Real estate agent
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Other specialized services
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Series 65
Mabank, TX
Bellingham Capital
Series 63, Series 65
Athens, TX
Oasis Advisors
Series 66
Mabank, TX
Edward Jones
Series 63, Series 65
Kemp, TX
OSAIC
Series 63, Series 66
Canton, TX
Edward Jones
Series 63, Series 66
Gun Barrel City, TX
Edward Jones
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