Brookstone Capital Management (BCM) offers investment management through its BCM Platform, a turnkey asset management program. BCM manages investment portfolios on a discretionary basis, using equities, mutual funds, exchange traded funds, structured products, individual bonds, and options. BCM also offers financial planning services, including investment planning, insurance needs assessment, retirement planning, cash flow management, debt consolidation, educational planning, estate planning, and business planning. BCM's services are available through its investment advisor representatives and unaffiliated registered investment advisors.
Fee Structure
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.