Marvin Reynolds
Marvin Reynolds is a ChFC-designated registered investment advisor at Brookstone Capital Management LLC, based in Morgan, UT, with 15 years of industry experience. Marvin 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. Their firm serves 54,545 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookstone Capital Management's investment management fees are negotiable, up to a maximum of 2.5% annually. The fee includes a portion for BCM (up to 0.95%) and a portion for the investment advisor representative (up to 1.55%). The exact fee is outlined in your agreement. BCM offers its asset management program as a wrap fee program at Schwab, which bundles advisory and transaction fees into a single fee. At Fidelity, clients are part of a non-wrap fee program and may be charged transaction fees. All accounts are charged a monthly $8 fee for software, reduced for accounts under $8,000.
Location
Morgan, UT
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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.