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Aaron Cantley

7 Years of Experience
Sells Insurance

Aaron Cantley is a registered investment advisor at Brookstone Capital Management LLC, based in Charlotte, NC, with 7 years of industry experience. Aaron 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. Their firm serves 54,545 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

Brookstone Capital Management's investment management fees are negotiable, up to a maximum of 2.5% annually. The fee includes a portion for BCM (up to 0.95%) and a portion for the investment advisor representative (up to 1.55%). The exact fee is outlined in your agreement. BCM offers its asset management program as a wrap fee program at Schwab, which bundles advisory and transaction fees into a single fee. At Fidelity, clients are part of a non-wrap fee program and may be charged transaction fees. All accounts are charged a monthly $8 fee for software, reduced for accounts under $8,000.

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Location

2101 Sardis Rd N Suite 108, Charlotte, NC, 28227

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Aaron works as a sales advisor at Cantley Insurance & Financial, selling fixed insurance products since 2007. This activity takes nearly full-time hours.

Employment History
Current Registrations
Brookstone Capital Management LLC
February 2023 - Present · 3 yrs 2 mos
Brookstone Wealth Advisors, LLC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Gradient Advisors, LLC
September 2011 - June 2012 · 9 mos
Symetra Investment Services, INC.
January 2008 - June 2011 · 3 yrs 5 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.