Bruce Colin and Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and investment advisory services to individuals and families, including business owners, corporate executives, professionals, and retirees. It operates as a fee‑only fiduciary and does not sell securities or receive commissions.
Advisory services are typically integrated with financial planning and documented in an Investment Policy Statement that emphasizes broad diversification, fee and tax considerations, and a long‑term perspective. The firm relies on published research, continuing education, and specialized software, and manages client accounts on a nondiscretionary basis, obtaining client approval before placing trades and delivering quarterly performance reports.
What is distinctive is that this is a long‑standing solo practice that manages approximately $228.5 million for a small client base (roughly 28 clients), representing an unusually high amount of assets per advisor for a one‑person firm. The firm also requires clients to custody assets with its recommended qualified custodian to permit management, does not accept proxy‑voting authority, and provides advice only on a nondiscretionary, consultative basis.
Client services
Occupation focus
Fee options
Flat fee for comprehensive financial plan, fees vary 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 services
Fee-only: Fees charged as a percentage of assets under management; no commissions; flat fees for financial planning; hourly fees available
Main office
Rancho Palos Verdes CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Bruce Colin · Bruce Colin And Company · Colin, Bruce · Colin, Bruce Ted
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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