Bruce Colin and Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$215,964,337
Clients
35
80% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
LowAverage account size
$6,170,410
About
Bruce Colin and Company provides financial planning and investment management to a small roster of individual clients and families, including business owners, corporate executives, professionals, and retirees, and manages trusts, IRAs, and taxable portfolios. The firm operates as a fee‑only fiduciary and integrates ongoing planning with portfolio management for many clients.
The firm’s investment approach emphasizes broad diversification, passive exposure to global asset classes, low costs, tax efficiency, and use of mutual funds and ETFs, with each client’s strategy documented in an Investment Policy Statement. Investment management is delivered on a non‑discretionary basis—Bruce Colin obtains client approval before placing trades, does not automatically rebalance accounts, and conducts reviews in conversations with clients, providing quarterly reports through a secure vault.
Noteworthy features relative to peers include an unusually large asset base for a one‑advisor practice (approximately $216 million) and that nearly all assets are managed non‑discretionarily, a combination that is uncommon among similar firms. The firm requires client accounts to be held at Charles Schwab and uses Schwab’s institutional services and marketplace for referrals to third‑party managers, while disclosing that it receives no referral compensation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Wealth management
Passive / index investing
Active portfolio management
Occupation focus
Executive
Founder/Business Owner
Retired
Fee options
Flat fee for comprehensive financial plan; fee amount based on scope and complexity
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.60% $3,000,001 - $10,000,000: 0.40% $10,000,001+: 0.20%
$400 per hour for hourly financial planning
Fee-only: Flat fees for comprehensive financial planning; hourly planning at $400/hour
Most active in
Bruce Colin and Company has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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