Antonio
Lugo
Brookstone Capital Management LLC
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About this Advisor
Antonio Lugo is a financial advisor working out of Chicago, Illinois who has 7 years of relevant experience. Lugo is an advisor for Brookstone Capital Management LLC. Throughout their career, they have worked at Smart Wealth Strategies Inc and Brookstone Capital Management. Lugo holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in Illinois. Brookstone Capital Management LLC is an advisory company that has its headquarters in Wheaton, IL. The company has offices in 271 locations and a total of 385 advisors. It controls $8 billion in assets under management between its 56,700 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 56,700 client accounts, just 8% are held by high-net-worth investors who have greater than $1 million in investable assets. Brookstone Capital Management LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management are based on the type of services provided. Fee types charged by Brookstone Capital Management LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$7,514,377,000
385
56,700
$132,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Antonio Lugo Work History
Antonio has been registered as a financial advisor for 7 years.*
Brookstone Capital Management
Smart Wealth Strategies Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Antonio Lugo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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