Antonio Filippone
Antonio Filippone is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Rockford, IL, with 11 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
6653 Weaver Rd., Suite 114, Rockford, IL, 61114
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Antonio owns Rockford Retirement Planning, Inc., offering insurance products and investment advisory services, dedicating nearly full-time hours to it. He also teaches adult education classes at Rock Valley Community College, assists clients with trust-related services at Family Estate Docs, instructs retirement-based educational courses at White Glove, and owns Antonio Filippone Coaching, creating and marketing courses on insurance-driven advisory practices.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Horter Investment Management, LLC
Redhawk Wealth Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.