Brookstone Wealth Advisors, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
230
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BWA provides fee-based investment advisory services through the BCM Platform or wrap-fee program, along with comprehensive financial planning. They offer investment management through separately managed accounts and may use affiliated funds, disclosing potential conflicts of interest. Financial planning covers various areas and may involve referrals to an affiliated law firm.
Fee Structure
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
Location
1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189