Brookstone Wealth Advisors (BWA), also known as Retirement Wealth Advisors, offers investment advice and financial planning to individuals, pension plans, trusts, estates, charities, corporations, and other businesses. BWA has an agreement with Brookstone Capital Management (BCM), an affiliated registered investment advisor. BWA's representatives primarily solicit accounts for BCM, which provides back-office management. BWA offers investment management through the BCM Platform or wrap-fee program and financial planning services. Clients can choose either or both services.
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.