David Tetley
David Tetley is a registered investment advisor at Brookstone Capital Management LLC, based in Meriden, CT, with 33 years of industry experience. David 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
300 Research Parkway Ste 101, Meriden, CT, 06450
Get directionsHistory
Regulatory History (3)
Regulatory
July 2013Regulatory
December 2012Employment Separation After Allegations
February 2011Other Business ActivitiesSells Insurance
David is an independent insurance agent with New England Financial Partners LLC, selling disability, fixed annuities, life, accident, health, and disability insurance. This activity encompasses nearly full-time hours.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Sound Income Strategies, LLC
Johnson Brunetti
New England SecuritiesBroker
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.