AV

Alexis Nicole Vasquez

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$200 - $5,000
Hourly Rate:Up to $350/hr

BWA's fees are based on a percentage of assets under management through the BCM Platform or wrap-fee program, not exceeding 2.5% annually. Financial planning is offered at an hourly rate of up to $350 or a fixed fee ranging from $200 to $5,000, depending on complexity. All financial planning fees are negotiable. A minimum account size of $25,000 is generally required for asset management, but it can be waived.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance Planning
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Advisor Information

Office location

1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189

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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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Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
Horter Investment Management, LLC
May 2017 - April 2019 · 1 yr 11 mos
Planmember Securities Corporation
September 2015 - March 2016 · 6 mos
Planmember Securities Corporation Broker
June 2015 - March 2016 · 9 mos
Transamerica Financial Advisors, INC Broker
October 2012 - March 2014 · 1 yr 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.