John Repass
John Repass is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Berlin, MD, with 37 years of industry experience. John 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., Suite 2, Berlin, MD, 21811
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2004Other Business ActivitiesSells Insurance
John is an agent selling fixed insurance and annuity products through Key Advisors Group of Maryland, LLC, dedicating about half of his time. He also participates on investment boards for a hospital and a church, and is a partner at RIRE LLC selling fixed life and annuity products.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Pks Investment Advisors LLC
H. Beck, INC.
H. Beck, INC.Broker
M&t Securities, INC.Broker
M&t Securities, INC.
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
H. Beck, INC.Broker
Nylife Securities INC.Broker
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.