Advisor at Firewall Capital Management
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Firm
Firewall Capital Management
Location
Enumclaw, WA 98022
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Virginia Bruce is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Firewall Capital Management since 2011. She holds Series 63 and Series 65 licenses and is based in Enumclaw, WA. Firewall Capital Management is a discretionary investment adviser serving individual and high-net-worth clients, trusts, and small businesses. The firm integrates financial planning with portfolio management and employs modern portfolio theory and tactical asset allocation tailored to client goals and risk tolerances.
Based on Firewall Capital Management
$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually $1,000,001+: 1.00% annually
Compensation from insurance product sales based on size (premium amount) and/or type of insurance product.
1110 Stevenson Ave. #207
Enumclaw, WA 98022
Washington
Firewall Capital Management
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Covington, WA
Sprylen Wealth Management, LLC
Series 63
Auburn, WA
J Dostal Investments
Series 65
Enumclaw, WA
Firewall Capital Management
Series 63, Series 65
Enumclaw, WA
Firewall Capital Management
Series 65
Enumclaw, WA
Firewall Capital Management
Series 66
Sumner, WA
SB Advisory, LLC
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