Curtis Macomber
Curtis Macomber is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Berlin, MD, with 41 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
9928 Old Ocean City Blvd., Berlin, MD, 21811
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Curtis is involved in numerous real estate rental businesses, dedicating minimal time to each. He also serves as President of Key Advisors Group of Maryland, LLC, focusing on insurance sales full-time, and is an agent for National Life Group selling fixed life insurance and annuities, dedicating a few hours per week.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.