Brookstone Wealth Advisors, LLC
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Overview
Brookstone Wealth Advisors, LLC is located at 1745 S Naperville Rd, Wheaton, IL. The firm employs 225 financial advisors to manage client portfolios and provide financial guidance. Brookstone Wealth Advisors, LLC is not a registered broker-dealer.
Brookstone Wealth Advisors, LLC offers a range of services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The firm operates on an asset-based, hourly, and fixed fee structure. Brookstone Wealth Advisors, LLC maintains affiliations with a lawyer or law firm and an insurance company or agency.
Brookstone Wealth Advisors, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Pennsylvania, Michigan, and Missouri.
Number of Advisors
Disclosures
Office Location
Brookstone Wealth Advisors, LLC by the Numbers
225
Products and Services
Brookstone Wealth Advisors, LLC offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. In the past fiscal year, Brookstone Wealth Advisors, LLC provided financial planning services to 101-250 of its accounts. The Firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on the services offered. Fees charged by Brookstone Wealth Advisors, LLC likely consist of any combination of the following fee structures: asset-based, hourly, or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Brookstone Wealth Advisors, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Brookstone Wealth Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Brookstone Wealth Advisors, LLC
Alpharetta, GA
Yakima, WA
Wheaton, IL
Wheaton, IL
Bedford, TX
Foothill Ranch, CA
Philipsburg, PA
Wheaton, IL
Wheaton, IL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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