David Wilcox
David Wilcox is a registered investment advisor at Brookstone Capital Management LLC, based in Palm Beach Gardens, FL, with 36 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
100 Village Square Crossing Suite 103, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved with Prosperity Financial Solutions LLC, focusing on education related to long-term care. He also independently sells life and health insurance.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Center Street Securities, INC.Broker
Madison Avenue Securities, INC.Broker
Ameritas Investment CORP.Broker
New England SecuritiesBroker
Usallianz Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
MML Investors Services, 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.