Patrick Letizia
Patrick Letizia is a registered investment advisor at Brookstone Capital Management LLC, based in McHenry, IL, with 38 years of industry experience. Patrick 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
1307 N Green St, McHenry, IL, 60050
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1995Other Business ActivitiesSells Insurance
Patrick owns Letizia Financial, a full-service insurance agency, and is also an insurance agent/producer. He also owns Patrick J. Letizia, Inc., an insurance brokerage and agency selling life/health insurance and annuities, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Advisors, INC.
Madison Avenue Securities, LLCBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Fortis Investors, INC.Broker
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.
Exams
More Advisors
- Brian Luedke, ChFCCommonwealth Financial Network
- Christopher Dunlap, CFPCambridge Investment Research Advisors, INC.