Brookstone Capital Management LLC
Assets Under Management
$10.4B
Number of Clients
54,545
Number of Advisors
318
Average Client AUM
$191K
AUM per Advisor
$32.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BCM provides fee-based investment advisory services, managing portfolios according to client objectives. They use equities, mutual funds, ETFs, structured products, bonds, and options. BCM offers discretionary asset management through customized accounts and pre-selected model portfolios (RAISE 360). They utilize Unified Managed Accounts (UMA) when possible.
Fee Structure
BCM's wrap fee program combines asset management and transaction fees into a single charge. The total investment advisory fee can be up to 2.5% annually, negotiable by the advisor. This includes a portion for BCM (up to 0.95%) and a portion for the advisor (up to 1.55%). All accounts are charged a monthly $8 fee, reduced proportionately for accounts below $8,000 in AUM. Fee discounts are provided when affiliated ETFs and mutual funds are used. Minimum account sizes typically range from $5,000 to $100,000.
Areas of Practice
Location
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189