A complete list of active advisors currently associated with Bruce McIndoe & Associates, Inc.
Warmer can help you find a great advisor at Bruce McIndoe & Associates, Inc. or one who fits your needs even better.
Bruce McIndoe & Associates, Inc. primarily provides investment management for pooled investment vehicles and other institutional clients rather than retail or individual accounts, as disclosed in the firm’s Form ADV brochure. The brochure also discloses that the firm engages in insurance broker/agent activities in addition to its advisory services. The ADV indicates the firm charges certain services on an hourly basis rather than using the percentage-of-assets-under-management model common to many peers, and it describes its methods of analysis and discretionary authority in Items 8 and 16. Account review procedures and custody arrangements are set out in the brochure (Items 13 and 15), reflecting operational controls used for pooled and institutional mandates. The combination of acting as an insurance broker or agent (disclosed in Item 10) and billing hourly for advisory work is uncommon among investment-manager firms — only about 4.8% report insurance broker activity and roughly 17.8% report hourly fees. The brochure also shows the firm does not rely on percentage-of-AUM compensation and lists a single registered adviser with no individual clients, indicating a small, institutionally focused organizational profile.
To learn more about the advisors currently working at Bruce McIndoe & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
La Mesa, CA
| 7
|
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