Marvin Reynolds
Marvin Reynolds is a ChFC-designated registered investment advisor at Brookstone Capital Management LLC, based in Morgan, UT, with 16 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 54,845 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
Morgan, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Marvin is the owner of R & P Wealth Advisors, where he works as an agent selling life insurance and annuities. He dedicates about a quarter of his time to this business, meeting with clients and reviewing their plans.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Horter Investment Management, LLC
First Western Advisors
First Western Advisors
Metropolitan Financial Services, INC.
State Registrations2 states
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.
Exams
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