Alan Smith
Alan Smith is a ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Littleton, CO, with 10 years of industry experience. Alan 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 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
Littleton, CO
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2016Other Business ActivitiesSells Insurance
Alan is the owner and agent of Golden Eagle Financial LTD, a property casualty, life, and health insurance agency, since 2002. This requires about half of Alan's time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Foundations Investment Advisors LLC
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
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