A complete list of active advisors currently associated with Bruce James Thomas Jr
Warmer can help you find a great advisor at Bruce James Thomas Jr or one who fits your needs even better.
Bruce James Thomas Jr is an investment manager that primarily provides portfolio management for pooled investment vehicles and institutional mandates rather than individual retail clients. The firm’s brochure indicates it operates with a single advisory professional and currently reports no individual client accounts. The brochure discloses that the firm uses hourly-fee engagements instead of the more common percentage-of-assets-under-management billing, suggesting a project- or consulting-oriented relationship model. It also reports other industry activity — specifically acting as an insurance broker or agent — which may affect how it evaluates insurance-linked solutions or delivers ancillary services. Compared with peers, the combination of managing pooled/institutional assets while also holding an insurance brokerage affiliation and charging hourly fees is statistically uncommon among investment manager firms. The firm’s small scale (one advisor, one office) and lack of individual clients further distinguish its operating and business model from more typical AUM-focused investment managers.
To learn more about the advisors currently working at Bruce James Thomas Jr, 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 |
|---|---|---|
Moorpark, CA
| 14
|
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